A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 75,647 shares of IWR stock, worth $6.96 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
75,647
Previous 74,092 2.1%
Holding current value
$6.96 Million
Previous $6.53 Million 2.4%
% of portfolio
0.12%
Previous 0.12%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025

BUY
$87.25 - $95.52 $135,673 - $148,533
1,555 Added 2.1%
75,647 $6.69 Million
Q3 2024

Nov 13, 2024

BUY
$79.92 - $88.19 $3.64 Million - $4.02 Million
45,536 Added 159.46%
74,092 $6.53 Million
Q2 2024

Aug 12, 2024

SELL
$78.66 - $83.59 $4,798 - $5,098
-61 Reduced 0.21%
28,556 $2.32 Million
Q1 2024

May 02, 2024

BUY
$75.37 - $84.09 $128,129 - $142,953
1,700 Added 6.32%
28,617 $2.41 Million
Q4 2023

Feb 05, 2024

SELL
$64.84 - $78.27 $142,583 - $172,115
-2,199 Reduced 7.55%
26,917 $2.09 Million
Q3 2023

Nov 07, 2023

BUY
$68.54 - $75.91 $98,971 - $109,614
1,444 Added 5.22%
29,116 $2.02 Million
Q2 2023

Aug 08, 2023

BUY
$67.49 - $73.03 $384,692 - $416,271
5,700 Added 25.94%
27,672 $2.02 Million
Q1 2023

May 12, 2023

BUY
$66.27 - $75.04 $579,464 - $656,149
8,744 Added 66.1%
21,972 $1.54 Million
Q4 2022

Jan 31, 2023

BUY
$62.09 - $71.89 $132,375 - $153,269
2,132 Added 19.21%
13,228 $892,000
Q3 2022

Nov 14, 2022

SELL
$62.15 - $74.82 $46,612 - $56,114
-750 Reduced 6.33%
11,096 $690,000
Q2 2022

Aug 12, 2022

BUY
$62.75 - $78.76 $48,819 - $61,275
778 Added 7.03%
11,846 $766,000
Q1 2022

May 26, 2022

SELL
$72.29 - $82.89 $66,434 - $76,175
-919 Reduced 7.67%
11,068 $863,000
Q4 2021

Jan 21, 2022

BUY
$78.41 - $85.28 $712,354 - $774,768
9,085 Added 313.06%
11,987 $995,000
Q3 2021

Oct 21, 2021

BUY
$76.44 - $82.59 $221,828 - $239,676
2,902 New
2,902 $226,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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