Moneco Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Moneco Advisors, LLC

$938 Million
Q1 2025

A detailed history of Moneco Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Moneco Advisors, LLC holds 14,164 shares of IWR stock, worth $1.34 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

14,164

Previous 15,123 6.34%

Holding current value

$1.34 Million

Previous $1.34 Million 9.88%

% of portfolio

0.13%

Previous 0.15%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$82.81 - $92.93 $79,414 - $89,119	-959 Reduced 6.34%	14,164 $1.2 Million
Q4 2024 Feb 03, 2025	BUY	$87.25 - $95.52 $65,961 - $72,213	756 Added 5.26%	15,123 $1.34 Million
Q3 2024 Oct 24, 2024	SELL	$79.92 - $88.19 $14,145 - $15,609	-177 Reduced 1.22%	14,367 $1.27 Million
Q2 2024 Jul 19, 2024	SELL	$78.66 - $83.59 $45,150 - $47,980	-574 Reduced 3.8%	14,544 $1.18 Million
Q1 2024 Apr 25, 2024	SELL	$75.37 - $84.09 $91,499 - $102,085	-1,214 Reduced 7.43%	15,118 $1.27 Million
Q4 2023 Mar 13, 2024	BUY	$64.84 - $78.27 $74,890 - $90,401	1,155 Added 7.61%	16,332 $1.27 Million
Q4 2023 Feb 05, 2024	BUY	$64.84 - $78.27 $74,890 - $90,401	1,155 Added 7.61%	16,332 $1.27 Million
Q3 2023 Mar 13, 2024	SELL	$68.54 - $75.91 $21,110 - $23,380	-308 Reduced 1.99%	15,177 $1.05 Million
Q3 2023 Nov 03, 2023	SELL	$68.54 - $75.91 $21,110 - $23,380	-308 Reduced 1.99%	15,177 $1.05 Million
Q2 2023 Mar 13, 2024	SELL	$67.49 - $73.03 $57,164 - $61,856	-847 Reduced 5.19%	15,485 $1.13 Million
Q2 2023 Aug 02, 2023	SELL	$67.49 - $73.03 $65,060 - $70,400	-964 Reduced 5.86%	15,485 $1.13 Million
Q1 2023 May 11, 2023	SELL	$66.27 - $75.04 $85,952 - $97,326	-1,297 Reduced 7.31%	16,449 $1.15 Million
Q4 2022 Jan 27, 2023	SELL	$62.09 - $71.89 $14,218 - $16,462	-229 Reduced 1.27%	17,746 $1.2 Million
Q3 2022 Nov 01, 2022	SELL	$62.15 - $74.82 $136,357 - $164,155	-2,194 Reduced 10.88%	17,975 $1.12 Million
Q2 2022 Aug 10, 2022	SELL	$62.75 - $78.76 $9,036 - $11,341	-144 Reduced 0.71%	20,169 $1.3 Million
Q1 2022 May 09, 2022	SELL	$72.29 - $82.89 $1,518 - $1,740	-21 Reduced 0.1%	20,313 $1.59 Million
Q4 2021 Feb 08, 2022	BUY	$78.41 - $85.28 $5,802 - $6,310	74 Added 0.37%	20,334 $1.55 Million
Q3 2021 Nov 03, 2021	BUY	$76.44 - $82.59 $605,328 - $654,030	7,919 Added 64.17%	20,260 $1.59 Million
Q2 2021 Aug 10, 2021	BUY	$74.82 - $79.61 $343,947 - $365,967	4,597 Added 59.36%	12,341 $978,000
Q1 2021 May 17, 2021	BUY	$67.45 - $75.68 $136,586 - $153,252	2,025 Added 35.41%	7,744 $573,000
Q4 2020 Jan 22, 2021	BUY	$57.75 - $68.61 $21,656 - $25,728	375 Added 7.02%	5,719 $406,000
Q3 2020 Oct 20, 2020	SELL	$53.47 - $60.19 $11,656 - $13,121	-218 Reduced 3.92%	5,344 $307,000
Q2 2020 Jul 31, 2020	SELL	$40.64 - $57.63 $27,025 - $38,323	-665 Reduced 10.68%	5,562 $298,000
Q1 2020 May 11, 2020	SELL	$36.81 - $61.96 $137,485 - $231,420	-3,735 Reduced 37.49%	6,227 $269,000
Q4 2019 Jan 21, 2020	SELL	$54.12 - $59.69 $487 - $537	-9 Reduced 0.09%	9,962 $610,000
Q3 2019 Oct 31, 2019	SELL	$53.6 - $57.42 $17,312 - $18,546	-323 Reduced 3.14%	9,971 $558,000
Q2 2019 Jul 24, 2019	SELL	$52.53 - $56.11 $4,412 - $4,713	-84 Reduced 0.81%	10,294 $575,000
Q1 2019 Apr 26, 2019	BUY	$45.53 - $54.18 $43,116 - $51,308	947 Added 10.04%	10,378 $560,000
Q4 2018 Feb 14, 2019	BUY	$43.7 - $54.95 $412,134 - $518,233	9,431 New	9,431 $438,000

Others Institutions Holding IWR

# of Institutions

1,571

Shares Held

371M

Call Options Held

151K

Put Options Held

30.8K

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 Moneco Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneco Advisors, LLC with notifications on news.

Account

Moneco Advisors, LLC Ishares Russell Mid Cap ETF Transaction History