Lyell Wealth Management, LP Ishares Russell Mid Cap ETF Transaction History

Lyell Wealth Management, LP

$1.32 Billion
Q3 2025

A detailed history of Lyell Wealth Management, LP transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Lyell Wealth Management, LP holds 13,591 shares of IWR stock, worth $1.29 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

13,591

Previous 13,615 0.18%

Holding current value

$1.29 Million

Previous $1.25 Million 4.79%

% of portfolio

0.1%

Previous 0.1%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$92.26 - $97.51 $2,214 - $2,340	-24 Reduced 0.18%	13,591 $1.31 Million
Q2 2025 Jul 29, 2025	SELL	$74.88 - $91.97 $3,893 - $4,782	-52 Reduced 0.38%	13,615 $1.25 Million
Q1 2025 May 08, 2025	SELL	$82.81 - $92.93 $8,281 - $9,293	-100 Reduced 0.73%	13,667 $1.16 Million
Q4 2024 Jan 31, 2025	SELL	$87.25 - $95.52 $52,350 - $57,312	-600 Reduced 4.18%	13,767 $1.22 Million
Q2 2024 Aug 08, 2024	SELL	$78.66 - $83.59 $31,464 - $33,436	-400 Reduced 2.71%	14,367 $1.16 Million

Q1 2024 May 03, 2024	SELL	$75.37 - $84.09 $73,108 - $81,567	-970 Reduced 6.16%	14,767 $1.24 Million
Q4 2023 Feb 02, 2024	BUY	$64.84 - $78.27 $330,489 - $398,942	5,097 Added 47.9%	15,737 $1.22 Million
Q3 2023 Oct 31, 2023	SELL	$68.54 - $75.91 $51,062 - $56,552	-745 Reduced 6.54%	10,640 $736,000
Q2 2023 Aug 04, 2023	SELL	$67.49 - $73.03 $200,782 - $217,264	-2,975 Reduced 20.72%	11,385 $831,000
Q1 2023 May 03, 2023	BUY	$66.27 - $75.04 $15,904 - $18,009	240 Added 1.7%	14,360 $1 Million
Q4 2022 Jan 24, 2023	SELL	$62.09 - $71.89 $20,489 - $23,723	-330 Reduced 2.28%	14,120 $0
Q3 2022 Oct 24, 2022	SELL	$62.15 - $74.82 $158,482 - $190,790	-2,550 Reduced 15.0%	14,450 $898,000
Q2 2022 Jul 28, 2022	BUY	$62.75 - $78.76 $94,125 - $118,140	1,500 Added 9.68%	17,000 $1.1 Million
Q1 2022 May 04, 2022	BUY	$72.29 - $82.89 $246,870 - $283,069	3,415 Added 28.26%	15,500 $1.21 Million
Q4 2021 Feb 08, 2022	BUY	$78.41 - $85.28 $22,738 - $24,731	290 Added 2.46%	12,085 $1 Million
Q3 2021 Nov 10, 2021	SELL	$76.44 - $82.59 $192,246 - $207,713	-2,515 Reduced 17.58%	11,795 $923,000
Q2 2021 Aug 09, 2021	BUY	$74.82 - $79.61 $109,611 - $116,628	1,465 Added 11.41%	14,310 $1.13 Million
Q1 2021 May 07, 2021	BUY	$67.45 - $75.68 $453,601 - $508,948	6,725 Added 109.89%	12,845 $950,000
Q4 2020 Feb 04, 2021	BUY	$57.75 - $68.61 $353,430 - $419,893	6,120 New	6,120 $420,000
Q1 2020 May 11, 2020	SELL	$36.81 - $61.96 $139,657 - $235,076	-3,794 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$54.12 - $59.69 $205,331 - $226,463	3,794 New	3,794 $226,000

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

Ticker IWR
Sector ETFs
Industry ETFs

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Lyell Wealth Management, LP Ishares Russell Mid Cap ETF Transaction History