Kovitz Investment Group Partners, LLC Ishares Russell Mid Cap ETF Transaction History

Kovitz Investment Group Partners, LLC

  • $18.2 Billion
  • Q1 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 53,424 shares of IWR stock, worth $4.96 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
53,424
Previous 53,424 -0.0%
Holding current value
$4.96 Million
Previous $4.54 Million -0.0%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$82.81 - $92.93 $249,754 - $280,276
-3,016 Reduced 5.34%
53,424 $4.54 Million
Q4 2024

Feb 14, 2025
BUY
$87.25 - $95.52 $123,807 - $135,542
1,419 Added 2.58%
56,440 $4.99 Million
Q3 2024

Nov 14, 2024
BUY
$79.92 - $88.19 $879,120 - $970,090
11,000 Added 24.99%
55,021 $4.85 Million
Q2 2024

Aug 14, 2024
BUY
$78.66 - $83.59 $884,453 - $939,885
11,244 Added 34.3%
44,021 $3.57 Million
Q1 2024

May 14, 2024
BUY
$75.37 - $84.09 $2.47 Million - $2.76 Million
32,777 New
32,777 $2.76 Million

Others Institutions Holding IWR

# of Institutions
1,592
Shares Held
369M
Call Options Held
151K
Put Options Held
30.1K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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