Lowe Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Lowe Wealth Advisors, LLC

  • $268 Million
  • Q3 2025

A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 958 shares of IWR stock, worth $90,645. This represents 0.03% of its overall portfolio holdings.

Number of Shares
958
Previous 958 -0.0%
Holding current value
$90,645
Previous $88,000 4.55%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
SELL
$74.88 - $91.97 $37,440 - $45,985
-500 Reduced 34.29%
958 $88,000
Q1 2025

Apr 07, 2025
SELL
$82.81 - $92.93 $14,574 - $16,355
-176 Reduced 10.77%
1,458 $123,000
Q4 2024

Jan 10, 2025
BUY
$87.25 - $95.52 $90,216 - $98,767
1,034 Added 172.33%
1,634 $144,000
Q1 2024

Apr 08, 2024
SELL
$75.37 - $84.09 $22,611 - $25,227
-300 Reduced 33.33%
600 $50,000
Q4 2022

Jan 17, 2023
BUY
$62.09 - $71.89 $55,881 - $64,701
900 New
900 $0

Others Institutions Holding IWR

# of Institutions
1,637
Shares Held
391M
Call Options Held
208K
Put Options Held
28.7K
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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