New Edge Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

New Edge Advisors, LLC

  • $18.3 Billion
  • Q2 2025

A detailed history of New Edge Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, New Edge Advisors, LLC holds 202,346 shares of IWR stock, worth $19 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
202,346
Previous 182,529 10.86%
Holding current value
$19 Million
Previous $15.5 Million 19.85%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Aug 14, 2025
BUY
$74.88 - $91.97 $1.48 Million - $1.82 Million
19,817 Added 10.86%
202,346 $18.6 Million
Q1 2025

May 15, 2025
BUY
$82.81 - $92.93 $521,868 - $585,644
6,302 Added 3.58%
182,529 $15.5 Million
Q4 2024

Feb 13, 2025
SELL
$87.25 - $95.52 $660,744 - $723,372
-7,573 Reduced 4.12%
176,227 $15.6 Million
Q3 2024

Nov 14, 2024
SELL
$79.92 - $88.19 $896,142 - $988,874
-11,213 Reduced 5.75%
183,800 $16.2 Million
Q2 2024

Aug 15, 2024
BUY
$78.66 - $83.59 $527,572 - $560,638
6,707 Added 3.56%
195,013 $15.8 Million
Q1 2024

May 14, 2024
SELL
$75.37 - $84.09 $5.03 Million - $5.61 Million
-66,700 Reduced 26.16%
188,306 $15.8 Million
Q4 2023

Feb 13, 2024
BUY
$64.84 - $78.27 $603,271 - $728,224
9,304 Added 3.79%
255,006 $19.8 Million
Q3 2023

Nov 14, 2023
BUY
$68.54 - $75.91 $2.17 Million - $2.4 Million
31,610 Added 14.76%
245,702 $17 Million
Q2 2023

Aug 14, 2023
SELL
$67.49 - $73.03 $4.35 Million - $4.7 Million
-64,387 Reduced 23.12%
214,092 $15.6 Million
Q1 2023

May 12, 2023
SELL
$66.27 - $75.04 $483,373 - $547,341
-7,294 Reduced 2.55%
278,479 $19.5 Million
Q4 2022

Feb 14, 2023
BUY
$62.09 - $71.89 $4.77 Million - $5.53 Million
76,854 Added 36.79%
285,773 $19.3 Million
Q3 2022

Nov 14, 2022
BUY
$62.15 - $74.82 $805,774 - $970,041
12,965 Added 6.62%
208,919 $13 Million
Q2 2022

Aug 09, 2022
BUY
$62.75 - $78.76 $2.14 Million - $2.69 Million
34,095 Added 21.06%
195,954 $12.7 Million
Q1 2022

May 13, 2022
SELL
$72.29 - $82.89 $20.1 Million - $23 Million
-277,907 Reduced 63.19%
161,859 $12.6 Million
Q4 2021

Feb 17, 2022
BUY
$78.41 - $85.28 $31.8 Million - $34.6 Million
405,474 Added 1182.42%
439,766 $36.5 Million
Q3 2021

Oct 29, 2021
BUY
$76.44 - $82.59 $1.83 Million - $1.98 Million
23,989 Added 232.84%
34,292 $2.68 Million
Q2 2021

Jul 22, 2021
SELL
$74.82 - $79.61 $19,976 - $21,255
-267 Reduced 2.53%
10,303 $816,000
Q1 2021

Apr 26, 2021
BUY
$67.45 - $75.68 $59,086 - $66,295
876 Added 9.04%
10,570 $781,000
Q4 2020

Jan 27, 2021
BUY
$57.75 - $68.61 $323,573 - $384,421
5,603 Added 136.96%
9,694 $665,000
Q3 2020

Nov 03, 2020
SELL
$53.47 - $60.19 $39,567 - $44,540
-740 Reduced 15.32%
4,091 $235,000
Q2 2020

Jul 29, 2020
SELL
$40.64 - $57.63 $104,160 - $147,705
-2,563 Reduced 34.66%
4,831 $259,000
Q1 2020

May 04, 2020
SELL
$36.81 - $61.96 $159,424 - $268,348
-4,331 Reduced 36.94%
7,394 $319,000
Q4 2019

Jan 31, 2020
BUY
$54.12 - $59.69 $67,271 - $74,194
1,243 Added 11.86%
11,725 $699,000
Q3 2019

Nov 06, 2019
BUY
$53.6 - $57.42 $76,755 - $82,225
1,432 Added 15.82%
10,482 $586,000
Q2 2019

Aug 05, 2019
SELL
$52.53 - $56.11 $43,127 - $46,066
-821 Reduced 8.32%
9,050 $506,000
Q1 2019

May 14, 2019
SELL
$45.53 - $54.18 $2.51 Million - $2.99 Million
-55,124 Reduced 84.81%
9,871 $533,000
Q1 2019

May 09, 2019
BUY
$45.53 - $54.18 $2.48 Million - $2.95 Million
54,539 Added 521.6%
64,995 $256,000
Q4 2018

Jan 29, 2019
BUY
$43.7 - $54.95 $347,764 - $437,292
7,958 Added 318.57%
10,456 $486,000
Q3 2018

Oct 29, 2018
BUY
$52.87 - $56.02 $28,232 - $29,914
534 Added 27.19%
2,498 $551,000
Q2 2018

Jul 19, 2018
SELL
$50.43 - $54.42 $28,745 - $31,019
-570 Reduced 22.49%
1,964 $417,000
Q1 2018

May 11, 2018
SELL
$49.67 - $55.0 $13,410 - $14,850
-270 Reduced 9.63%
2,534 $511,000
Q3 2017

Nov 13, 2017
SELL
$48.84 - $49.29 $2,930 - $2,957
-60 Reduced 2.09%
2,804 $558,000
Q2 2017

Aug 16, 2017
BUY
N/A
2,864
2,864 $0

Others Institutions Holding IWR

# of Institutions
1,608
Shares Held
377M
Call Options Held
198K
Put Options Held
37.3K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email