Sincerus Advisory, LLC Ishares Russell Mid Cap ETF Transaction History

Sincerus Advisory, LLC

  • $117 Billion
  • Q3 2025

A detailed history of Sincerus Advisory, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Sincerus Advisory, LLC holds 71,754 shares of IWR stock, worth $6.98 Million. This represents 5.93% of its overall portfolio holdings.

Number of Shares
71,754
Previous 67,227 6.73%
Holding current value
$6.98 Million
Previous $6.41 Billion 8.11%
% of portfolio
5.93%
Previous 6.02%

Shares

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

Oct 08, 2025
BUY
$92.26 - $97.51 $417,661 - $441,427
4,527 Added 6.73%
71,754 $6.93 Billion
Q2 2025

Jul 28, 2025
BUY
$74.88 - $91.97 $62,375 - $76,611
833 Added 1.25%
67,227 $6.41 Billion
Q1 2025

Apr 21, 2025
BUY
$82.81 - $92.93 $126,947 - $142,461
1,533 Added 2.36%
66,394 $5.65 Billion
Q4 2024

Feb 04, 2025
BUY
$87.25 - $95.52 $5.66 Million - $6.2 Million
64,861 New
64,861 $5.73 Billion

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
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