A detailed history of Smi Advisory Services, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Smi Advisory Services, LLC holds 6,393 shares of IWR stock, worth $583,936. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,393
Previous 6,442 0.76%
Holding current value
$583,936
Previous $522,000 7.85%
% of portfolio
0.15%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

SELL
$79.92 - $88.19 $3,916 - $4,321
-49 Reduced 0.76%
6,393 $563,000
Q2 2024

Jul 15, 2024

BUY
$78.66 - $83.59 $506,727 - $538,486
6,442 New
6,442 $522,000
Q4 2023

Jan 12, 2024

SELL
$64.84 - $78.27 $49,861 - $60,189
-769 Reduced 9.77%
7,106 $552,000
Q3 2023

Nov 14, 2023

SELL
$68.54 - $75.91 $111,651 - $123,657
-1,629 Reduced 17.14%
7,875 $545,000
Q1 2023

Apr 11, 2023

SELL
$66.27 - $75.04 $11,928 - $13,507
-180 Reduced 1.86%
9,504 $664,000
Q3 2022

Oct 14, 2022

SELL
$62.15 - $74.82 $37,787 - $45,490
-608 Reduced 5.91%
9,684 $602,000
Q2 2022

Aug 25, 2022

SELL
$62.75 - $78.76 $16,566 - $20,792
-264 Reduced 2.5%
10,292 $665,000
Q1 2022

Apr 28, 2022

SELL
$72.29 - $82.89 $39,398 - $45,175
-545 Reduced 4.91%
10,556 $824,000
Q4 2021

Jan 19, 2022

SELL
$78.41 - $85.28 $28,149 - $30,615
-359 Reduced 3.13%
11,101 $921,000
Q3 2021

Oct 12, 2021

SELL
$76.44 - $82.59 $83,625 - $90,353
-1,094 Reduced 8.71%
11,460 $896,000
Q2 2021

Jul 23, 2021

SELL
$74.82 - $79.61 $41,749 - $44,422
-558 Reduced 4.26%
12,554 $995,000
Q1 2021

May 12, 2021

BUY
$67.45 - $75.68 $884,404 - $992,316
13,112 New
13,112 $969,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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