Moneta Group Investment Advisors LLC Ishares Russell Mid Cap ETF Transaction History

Moneta Group Investment Advisors LLC

$8.23 Billion
Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 126,873 shares of IWR stock, worth $12.1 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

126,873

Previous 124,150 2.19%

Holding current value

$12.1 Million

Previous $10.6 Million 10.48%

% of portfolio

0.14%

Previous 0.15%

36 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$74.88 - $91.97 $203,898 - $250,434	2,723 Added 2.19%	126,873 $11.7 Million
Q1 2025 May 15, 2025	BUY	$82.81 - $92.93 $405,437 - $454,985	4,896 Added 4.11%	124,150 $10.6 Million
Q4 2024 Feb 11, 2025	BUY	$87.25 - $95.52 $150,768 - $165,058	1,728 Added 1.47%	119,254 $10.5 Million
Q3 2024 Nov 12, 2024	BUY	$79.92 - $88.19 $452,586 - $499,419	5,663 Added 5.06%	117,526 $10.4 Million
Q2 2024 Aug 13, 2024	BUY	$78.66 - $83.59 $79,525 - $84,509	1,011 Added 0.91%	111,863 $9.07 Million
Q1 2024 Aug 13, 2024	BUY	$75.37 - $84.09 $440,914 - $491,926	5,850 Added 5.57%	110,852 $9.32 Million
Q4 2023 Feb 15, 2024	BUY	$64.84 - $78.27 $859,972 - $1.04 Million	13,263 Added 14.46%	105,002 $8.16 Million
Q3 2023 Nov 15, 2023	BUY	$68.54 - $75.91 $187,114 - $207,234	2,730 Added 3.07%	91,739 $6.35 Million
Q2 2023 Aug 15, 2023	BUY	$67.49 - $73.03 $3.98 Million - $4.31 Million	59,042 Added 197.02%	89,009 $6.5 Million
Q1 2023 May 15, 2023	BUY	$66.27 - $75.04 $257,790 - $291,905	3,890 Added 14.92%	29,967 $2.1 Million
Q4 2022 Feb 16, 2023	BUY	$62.09 - $71.89 $1.52 Million - $1.76 Million	24,495 Added 1548.36%	26,077 $1.76 Million
Q4 2022 Feb 16, 2023	SELL	$62.09 - $71.89 $1.92 Billion - $2.22 Billion	-30,853,614 Reduced 99.99%	1,582 $106,000
Q4 2022 Feb 15, 2023	BUY	$62.09 - $71.89 $1.91 Billion - $2.22 Billion	30,826,910 Added 108982.92%	30,855,196 $2.08 Billion
Q3 2022 Nov 14, 2022	SELL	$62.15 - $74.82 $158,606 - $190,940	-2,552 Reduced 8.28%	28,286 $1.76 Million
Q2 2022 Aug 15, 2022	BUY	$62.75 - $78.76 $444,332 - $557,699	7,081 Added 29.81%	30,838 $1.99 Million
Q1 2022 May 11, 2022	BUY	$72.29 - $82.89 $11,349 - $13,013	157 Added 0.67%	23,757 $1.85 Million
Q4 2021 Feb 11, 2022	BUY	$78.41 - $85.28 $641,550 - $697,760	8,182 Added 53.07%	23,600 $1.96 Million
Q3 2021 Nov 12, 2021	SELL	$76.44 - $82.59 $23,390 - $25,272	-306 Reduced 1.95%	15,418 $1.21 Million
Q2 2021 Aug 13, 2021	BUY	$74.82 - $79.61 $36,886 - $39,247	493 Added 3.24%	15,724 $1.25 Million
Q1 2021 May 14, 2021	BUY	$67.45 - $75.68 $60,097 - $67,430	891 Added 6.21%	15,231 $1.13 Million
Q4 2020 Feb 12, 2021	SELL	$57.75 - $68.61 $29,337 - $34,853	-508 Reduced 3.42%	14,340 $983,000
Q3 2020 Nov 13, 2020	BUY	$53.47 - $60.19 $364,986 - $410,856	6,826 Added 85.09%	14,848 $852,000
Q2 2020 Aug 12, 2020	BUY	$40.64 - $57.63 $284 - $403	7 Added 0.09%	8,022 $430,000
Q1 2020 May 13, 2020	SELL	$36.81 - $61.96 $208,160 - $350,383	-5,655 Reduced 41.37%	8,015 $346,000
Q4 2019 Feb 11, 2020	BUY	$54.12 - $59.69 $298,742 - $329,488	5,520 Added 67.73%	13,670 $815,000
Q3 2019 Nov 12, 2019	BUY	$53.6 - $57.42 $124,084 - $132,927	2,315 Added 39.67%	8,150 $456,000
Q2 2019 Aug 16, 2019	SELL	$52.53 - $56.11 $247,521 - $264,390	-4,712 Reduced 44.68%	5,835 $326,000
Q2 2019 Aug 13, 2019	BUY	$52.53 - $56.11 $247,311 - $264,165	4,708 Added 80.63%	10,547 $326,000
Q1 2019 May 16, 2019	SELL	$45.53 - $54.18 $1.18 Million - $1.4 Million	-25,820 Reduced 81.56%	5,839 $315,000
Q1 2019 May 15, 2019	BUY	$45.53 - $54.18 $1.2 Million - $1.43 Million	26,388 Added 500.63%	31,659 $315,000
Q4 2018 Feb 11, 2019	BUY	$43.7 - $54.95 $171,172 - $215,239	3,917 Added 289.29%	5,271 $245,000
Q3 2018 Nov 13, 2018	BUY	$52.87 - $56.02 $2,009 - $2,128	38 Added 2.89%	1,354 $299,000
Q2 2018 Aug 15, 2018	SELL	$50.43 - $54.42 $655 - $707	-13 Reduced 0.98%	1,316 $279,000
Q2 2018 Aug 14, 2018	SELL	$50.43 - $54.42 $605 - $653	-12 Reduced 0.89%	1,329 $287,000
Q1 2018 May 14, 2018	SELL	$49.67 - $55.0 $10,480 - $11,605	-211 Reduced 13.6%	1,341 $277,000
Q3 2017 Nov 13, 2017	BUY	$48.84 - $49.29 $75,799 - $76,498	1,552	1,552 $306,000

Others Institutions Holding IWR

# of Institutions

1,617

Shares Held

377M

Call Options Held

198K

Put Options Held

37.3K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Moneta Group Investment Advisors LLC Ishares Russell Mid Cap ETF Transaction History