Nvest Financial, LLC Ishares Russell Mid Cap ETF Transaction History

Nvest Financial, LLC

  • $160 Million
  • Q3 2025

A detailed history of Nvest Financial, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Nvest Financial, LLC holds 16,709 shares of IWR stock, worth $1.58 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
16,709
Previous 20,339 17.85%
Holding current value
$1.58 Million
Previous $1.87 Million 13.74%
% of portfolio
1.01%
Previous 1.06%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$92.26 - $97.51 $334,903 - $353,961
-3,630 Reduced 17.85%
16,709 $1.61 Million
Q2 2025

Jul 28, 2025
SELL
$74.88 - $91.97 $1.27 Million - $1.56 Million
-16,950 Reduced 45.46%
20,339 $1.87 Million
Q1 2025

Apr 23, 2025
SELL
$82.81 - $92.93 $136,139 - $152,776
-1,644 Reduced 4.22%
37,289 $3.17 Million
Q4 2024

Jan 22, 2025
BUY
$87.25 - $95.52 $19,456 - $21,300
223 Added 0.58%
38,933 $3.44 Million
Q3 2024

Oct 09, 2024
SELL
$79.92 - $88.19 $64,575 - $71,257
-808 Reduced 2.04%
38,710 $3.41 Million
Q2 2024

Jul 19, 2024
BUY
$78.66 - $83.59 $128,530 - $136,586
1,634 Added 4.31%
39,518 $3.2 Million
Q1 2024

Apr 18, 2024
BUY
$75.37 - $84.09 $40,775 - $45,492
541 Added 1.45%
37,884 $3.19 Million
Q4 2023

Jan 22, 2024
BUY
$64.84 - $78.27 $973,637 - $1.18 Million
15,016 Added 67.25%
37,343 $2.9 Million
Q3 2023

Oct 13, 2023
BUY
$68.54 - $75.91 $64,907 - $71,886
947 Added 4.43%
22,327 $1.55 Million
Q2 2023

Jul 20, 2023
BUY
$67.49 - $73.03 $109,063 - $118,016
1,616 Added 8.18%
21,380 $1.56 Million
Q1 2023

Apr 14, 2023
BUY
$66.27 - $75.04 $417,037 - $472,226
6,293 Added 46.72%
19,764 $1.38 Million
Q4 2022

Jan 19, 2023
SELL
$62.09 - $71.89 $7,078 - $8,195
-114 Reduced 0.84%
13,471 $0
Q3 2022

Oct 13, 2022
SELL
$62.15 - $74.82 $334,367 - $402,531
-5,380 Reduced 28.37%
13,585 $844,000
Q2 2022

Jul 13, 2022
SELL
$62.75 - $78.76 $49,635 - $62,299
-791 Reduced 4.0%
18,965 $1.23 Million
Q1 2022

Apr 26, 2022
BUY
$72.29 - $82.89 $1.43 Million - $1.64 Million
19,756 New
19,756 $1.54 Million

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

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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