Merit Financial Group, LLC Ishares Russell Mid Cap ETF Transaction History

Merit Financial Group, LLC

  • $8.37 Billion
  • Q2 2025

A detailed history of Merit Financial Group, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Merit Financial Group, LLC holds 29,163 shares of IWR stock, worth $2.71 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
29,163
Previous 38,594 24.44%
Holding current value
$2.71 Million
Previous $3.27 Million 17.88%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Jul 22, 2025
SELL
$74.88 - $91.97 $706,193 - $867,369
-9,431 Reduced 24.44%
29,163 $2.68 Million
Q1 2025

Apr 09, 2025
SELL
$82.81 - $92.93 $608,901 - $683,314
-7,353 Reduced 16.0%
38,594 $3.27 Million
Q4 2024

Jan 15, 2025
BUY
$87.25 - $95.52 $1.33 Million - $1.46 Million
15,245 Added 49.65%
45,947 $4.06 Million
Q3 2024

Oct 17, 2024
BUY
$79.92 - $88.19 $2.12 Million - $2.34 Million
26,586 Added 645.92%
30,702 $2.71 Million
Q2 2024

Aug 13, 2024
BUY
$78.66 - $83.59 $67,726 - $71,970
861 Added 26.45%
4,116 $333,000
Q1 2024

May 06, 2024
SELL
$75.37 - $84.09 $38,966 - $43,474
-517 Reduced 13.71%
3,255 $273,000
Q4 2023

Feb 06, 2024
BUY
$64.84 - $78.27 $37,931 - $45,787
585 Added 18.36%
3,772 $293,000
Q3 2023

Nov 07, 2023
SELL
$68.54 - $75.91 $18,985 - $21,027
-277 Reduced 8.0%
3,187 $220,000
Q2 2023

Aug 01, 2023
SELL
$67.49 - $73.03 $74,306 - $80,406
-1,101 Reduced 24.12%
3,464 $252,000
Q1 2023

Apr 24, 2023
SELL
$66.27 - $75.04 $3,777 - $4,277
-57 Reduced 1.23%
4,565 $319,000
Q4 2022

Jan 13, 2023
BUY
$62.09 - $71.89 $44,642 - $51,688
719 Added 18.42%
4,622 $0
Q3 2022

Oct 31, 2022
BUY
$62.15 - $74.82 $242,571 - $292,022
3,903 New
3,903 $243,000

Others Institutions Holding IWR

# of Institutions
1,600
Shares Held
377M
Call Options Held
183K
Put Options Held
34.3K
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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