Sequoia Financial Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 42,698 shares of IWR stock, worth $4.04 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
42,698
Holding current value
$4.04 Million
% of portfolio
0.03%

Shares

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

Oct 28, 2025
BUY
$92.26 - $97.51 $3.94 Million - $4.16 Million
42,698 New
42,698 $4.12 Million
Q2 2025

Jul 25, 2025
BUY
$74.88 - $91.97 $334,189 - $410,462
4,463 Added 9.81%
49,953 $4.59 Million
Q1 2025

Apr 23, 2025
BUY
$82.81 - $92.93 $329,583 - $369,861
3,980 Added 9.59%
45,490 $3.87 Million
Q4 2024

Aug 08, 2025
SELL
$87.25 - $95.52 $736,651 - $806,475
-8,443 Reduced 16.9%
41,510 $3.67 Million
Q4 2024

Feb 07, 2025
SELL
$87.25 - $95.52 $410,511 - $449,421
-4,705 Reduced 10.18%
41,510 $3.67 Million
Q3 2024

Oct 21, 2024
SELL
$79.92 - $88.19 $431,967 - $476,666
-5,405 Reduced 10.47%
46,215 $4.07 Million
Q2 2024

Jul 15, 2024
BUY
$78.66 - $83.59 $508,143 - $539,991
6,460 Added 14.3%
51,620 $4.19 Million
Q1 2024

Apr 30, 2024
BUY
$75.37 - $84.09 $76,123 - $84,930
1,010 Added 2.29%
45,160 $3.8 Million
Q4 2023

Jan 25, 2024
BUY
$64.84 - $78.27 $571,110 - $689,402
8,808 Added 24.92%
44,150 $3.43 Million
Q3 2023

Nov 08, 2023
BUY
$68.54 - $75.91 $564,289 - $624,967
8,233 Added 30.37%
35,342 $2.45 Million
Q2 2023

Aug 08, 2023
BUY
$67.49 - $73.03 $358,709 - $388,154
5,315 Added 24.39%
27,109 $1.98 Million
Q1 2023

Apr 24, 2023
SELL
$66.27 - $75.04 $44,467 - $50,351
-671 Reduced 2.99%
21,794 $1.52 Million
Q4 2022

Jan 17, 2023
BUY
$62.09 - $71.89 $224,082 - $259,451
3,609 Added 19.14%
22,465 $0
Q3 2022

Oct 26, 2022
SELL
$62.15 - $74.82 $10,130 - $12,195
-163 Reduced 0.86%
18,856 $1.17 Million
Q2 2022

Jul 22, 2022
SELL
$62.75 - $78.76 $106,235 - $133,340
-1,693 Reduced 8.17%
19,019 $1.23 Million
Q1 2022

May 13, 2022
BUY
$72.29 - $82.89 $29,855 - $34,233
413 Added 2.03%
20,712 $1.62 Million
Q4 2021

Feb 11, 2022
BUY
$78.41 - $85.28 $1.3 Million - $1.42 Million
16,633 Added 453.71%
20,299 $1.69 Million
Q3 2021

Oct 26, 2021
SELL
$76.44 - $82.59 $1.73 Million - $1.87 Million
-22,611 Reduced 86.05%
3,666 $287,000
Q2 2021

Jul 27, 2021
BUY
$74.82 - $79.61 $583,521 - $620,878
7,799 Added 42.21%
26,277 $2.08 Million
Q1 2021

May 14, 2021
BUY
$67.45 - $75.68 $134,967 - $151,435
2,001 Added 12.14%
18,478 $1.37 Million
Q4 2020

Feb 12, 2021
BUY
$57.75 - $68.61 $231 - $274
4 Added 0.02%
16,477 $1.13 Million
Q3 2020

Oct 23, 2020
SELL
$53.47 - $60.19 $54,806 - $61,694
-1,025 Reduced 5.86%
16,473 $945,000
Q2 2020

Aug 25, 2020
BUY
$40.64 - $57.63 $711,118 - $1.01 Million
17,498 New
17,498 $938,000
Q2 2020

Aug 11, 2020
SELL
$40.64 - $57.63 $817,798 - $1.16 Million
-20,123 Closed
0 $938,000
Q1 2020

May 11, 2020
BUY
$36.81 - $61.96 $6,993 - $11,772
190 Added 0.95%
20,123 $869,000
Q4 2019

Feb 13, 2020
SELL
$54.12 - $59.69 $154,566 - $170,474
-2,856 Reduced 12.53%
19,933 $1.19 Million
Q3 2019

Oct 22, 2019
BUY
$53.6 - $57.42 $160 - $172
3 Added 0.01%
22,789 $1.28 Million
Q2 2019

Jul 31, 2019
BUY
$52.53 - $56.11 $460,740 - $492,140
8,771 Added 62.58%
22,786 $1.27 Million
Q1 2019

May 13, 2019
BUY
$45.53 - $54.18 $420,469 - $500,352
9,235 Added 193.2%
14,015 $756,000
Q4 2018

Feb 14, 2019
BUY
$43.7 - $54.95 $156,751 - $197,105
3,587 Added 300.67%
4,780 $222,000
Q3 2018

Nov 14, 2018
BUY
$52.87 - $56.02 $52 - $56
1 Added 0.08%
1,193 $263,000
Q1 2018

May 14, 2018
BUY
$49.67 - $55.0 $4,321 - $4,785
87 Added 7.87%
1,192 $246,000
Q4 2017

Feb 13, 2018
BUY
$49.53 - $52.32 $54,730 - $57,813
1,105
1,105 $230,000

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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