Lbmc Investment Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Lbmc Investment Advisors, LLC

$1.38 Billion
Q2 2025

A detailed history of Lbmc Investment Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 3,658 shares of IWR stock, worth $355,667. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,658

Previous 3,608 1.39%

Holding current value

$355,667

Previous $305,000 10.16%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$74.88 - $91.97 $3,744 - $4,598	50 Added 1.39%	3,658 $336,000
Q3 2024 Oct 08, 2024	BUY	$79.92 - $88.19 $20,859 - $23,017	261 Added 7.8%	3,608 $318,000
Q1 2024 Apr 12, 2024	BUY	$75.37 - $84.09 $75 - $84	1 Added 0.03%	3,347 $281,000
Q4 2023 Jan 16, 2024	BUY	$64.84 - $78.27 $64 - $78	1 Added 0.03%	3,346 $260,000
Q3 2023 Oct 05, 2023	BUY	$68.54 - $75.91 $685 - $759	10 Added 0.3%	3,345 $231,000
Q2 2023 Jul 17, 2023	BUY	$67.49 - $73.03 $67 - $73	1 Added 0.03%	3,335 $243,000
Q4 2022 Jan 10, 2023	BUY	$62.09 - $71.89 $186 - $215	3 Added 0.09%	3,334 $0
Q1 2022 Apr 11, 2022	BUY	$72.29 - $82.89 $72 - $82	1 Added 0.03%	3,331 $260,000
Q4 2021 Mar 17, 2022	BUY	$78.41 - $85.28 $32,696 - $35,561	417 Added 14.32%	3,330 $276,000
Q3 2021 Nov 15, 2021	SELL	$76.44 - $82.59 $31,799 - $34,357	-416 Reduced 12.5%	2,913 $260,000
Q2 2021 Aug 02, 2021	BUY	$74.82 - $79.61 $74 - $79	1 Added 0.03%	3,329 $264,000
Q4 2020 Jan 21, 2021	BUY	$57.75 - $68.61 $192,192 - $228,334	3,328 New	3,328 $228,000

Others Institutions Holding IWR

# of Institutions

1,611

Shares Held

377M

Call Options Held

198K

Put Options Held

37.3K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Lbmc Investment Advisors, LLC Ishares Russell Mid Cap ETF Transaction History