Lpl Financial LLC Ishares Russell Mid Cap ETF Transaction History

Lpl Financial LLC

$320 Billion
Q3 2025

A detailed history of Lpl Financial LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Lpl Financial LLC holds 3,206,867 shares of IWR stock, worth $303 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,206,867

Previous 3,049,642 5.16%

Holding current value

$303 Million

Previous $280 Million 10.39%

% of portfolio

0.1%

Previous 0.1%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$92.26 - $97.51 $14.5 Million - $15.3 Million	157,225 Added 5.16%	3,206,867 $310 Million
Q2 2025 Aug 12, 2025	BUY	$74.88 - $91.97 $4.27 Million - $5.25 Million	57,050 Added 1.91%	3,049,642 $280 Million
Q1 2025 May 07, 2025	BUY	$82.81 - $92.93 $29 Million - $32.6 Million	350,651 Added 13.27%	2,992,592 $255 Million
Q4 2024 Feb 11, 2025	BUY	$87.25 - $95.52 $2.45 Million - $2.68 Million	28,075 Added 1.07%	2,641,941 $234 Million
Q3 2024 Nov 08, 2024	SELL	$79.92 - $88.19 $41.3 Million - $45.6 Million	-517,025 Reduced 16.51%	2,613,866 $230 Million

Q2 2024 Aug 07, 2024	BUY	$78.66 - $83.59 $6.64 Million - $7.05 Million	84,394 Added 2.77%	3,130,891 $254 Million
Q1 2024 May 10, 2024	BUY	$75.37 - $84.09 $7.37 Million - $8.23 Million	97,813 Added 3.32%	3,046,497 $256 Million
Q4 2023 Feb 14, 2024	BUY	$64.84 - $78.27 $12.9 Million - $15.6 Million	199,679 Added 7.26%	2,948,684 $229 Million
Q3 2023 Nov 13, 2023	BUY	$68.54 - $75.91 $7.92 Million - $8.78 Million	115,608 Added 4.39%	2,749,005 $190 Million
Q2 2023 Jul 31, 2023	BUY	$67.49 - $73.03 $4.99 Million - $5.4 Million	74,004 Added 2.89%	2,633,397 $192 Million
Q1 2023 May 10, 2023	SELL	$66.27 - $75.04 $563,560 - $638,140	-8,504 Reduced 0.33%	2,559,393 $179 Million
Q4 2022 Feb 07, 2023	BUY	$62.09 - $71.89 $2.67 Million - $3.1 Million	43,054 Added 1.71%	2,567,897 $173 Million
Q3 2022 Nov 14, 2022	BUY	$62.15 - $74.82 $5.09 Million - $6.13 Million	81,896 Added 3.35%	2,524,843 $157 Million
Q2 2022 Aug 12, 2022	BUY	$62.75 - $78.76 $35.8 Million - $44.9 Million	570,576 Added 30.47%	2,442,947 $158 Million
Q1 2022 May 16, 2022	SELL	$72.29 - $82.89 $3.69 Million - $4.23 Million	-51,005 Reduced 2.65%	1,872,371 $146 Million
Q4 2021 Feb 14, 2022	BUY	$78.41 - $85.28 $8.55 Million - $9.3 Million	109,054 Added 6.01%	1,923,376 $160 Million
Q3 2021 Nov 15, 2021	BUY	$76.44 - $82.59 $8 Million - $8.64 Million	104,636 Added 6.12%	1,814,322 $142 Million
Q2 2021 Aug 13, 2021	BUY	$74.82 - $79.61 $1.92 Million - $2.04 Million	25,607 Added 1.52%	1,709,686 $135 Million
Q1 2021 May 14, 2021	SELL	$67.45 - $75.68 $1.16 Million - $1.3 Million	-17,153 Reduced 1.01%	1,684,079 $125 Million
Q4 2020 Feb 12, 2021	SELL	$57.75 - $68.61 $1.22 Million - $1.44 Million	-21,042 Reduced 1.22%	1,701,232 $117 Million
Q3 2020 Nov 09, 2020	SELL	$53.47 - $60.19 $2.12 Million - $2.38 Million	-39,590 Reduced 2.25%	1,722,274 $98.8 Million
Q2 2020 Aug 13, 2020	SELL	$40.64 - $57.63 $4.08 Million - $5.79 Million	-100,399 Reduced 5.39%	1,761,864 $94.4 Million
Q1 2020 May 14, 2020	SELL	$36.81 - $61.96 $3.34 Million - $5.63 Million	-90,833 Reduced 4.65%	1,862,263 $80.4 Million
Q4 2019 Feb 14, 2020	SELL	$54.12 - $59.69 $4.49 Million - $4.95 Million	-82,998 Reduced 4.08%	1,953,096 $116 Million
Q3 2019 Nov 13, 2019	BUY	$53.6 - $57.42 $983,131 - $1.05 Million	18,342 Added 0.91%	2,036,094 $114 Million
Q2 2019 Aug 09, 2019	BUY	$52.53 - $56.11 $3.81 Million - $4.07 Million	72,586 Added 3.73%	2,017,752 $113 Million
Q1 2019 May 08, 2019	BUY	$45.53 - $54.18 $717,962 - $854,364	15,769 Added 0.82%	1,945,166 $105 Million
Q4 2018 Feb 07, 2019	BUY	$43.7 - $54.95 $62.8 Million - $78.9 Million	1,436,278 Added 291.26%	1,929,397 $89.7 Million
Q3 2018 Nov 14, 2018	BUY	$52.87 - $56.02 $682,657 - $723,330	12,912 Added 2.69%	493,119 $109 Million
Q2 2018 Aug 14, 2018	BUY	$50.43 - $54.42 $132,832 - $143,342	2,634 Added 0.55%	480,207 $102 Million
Q1 2018 May 15, 2018	BUY	$49.67 - $55.0 $492,130 - $544,940	9,908 Added 2.12%	477,573 $98.6 Million
Q4 2017 Feb 14, 2018	BUY	$49.53 - $52.32 $1.13 Million - $1.2 Million	22,914 Added 5.15%	467,665 $97.3 Million
Q3 2017 Nov 14, 2017	BUY	$48.84 - $49.29 $628,082 - $633,869	12,860 Added 2.98%	444,751 $87.7 Million
Q2 2017 Aug 14, 2017	BUY	N/A	431,891	431,891 $83 Million

Others Institutions Holding IWR

# of Institutions

1,635

Shares Held

391M

Call Options Held

208K

Put Options Held

28.7K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Account

Lpl Financial LLC Ishares Russell Mid Cap ETF Transaction History