Smith Chas P & Associates Pa Cpas Ishares Russell Mid Cap ETF Transaction History

Smith Chas P & Associates Pa Cpas

  • $1.78 Billion
  • Q2 2025

A detailed history of Smith Chas P & Associates Pa Cpas transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Smith Chas P & Associates Pa Cpas holds 56,563 shares of IWR stock, worth $5.39 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
56,563
Previous 49,013 15.4%
Holding current value
$5.39 Million
Previous $4.17 Million 24.78%
% of portfolio
0.29%
Previous 0.24%

Shares

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

Jul 17, 2025
BUY
$74.88 - $91.97 $565,344 - $694,373
7,550 Added 15.4%
56,563 $5.2 Million
Q4 2024

Jan 21, 2025
SELL
$87.25 - $95.52 $7,852 - $8,596
-90 Reduced 0.18%
49,013 $4.33 Million
Q3 2024

Oct 11, 2024
BUY
$79.92 - $88.19 $22,857 - $25,222
286 Added 0.59%
49,103 $4.33 Million
Q2 2024

Jul 29, 2024
BUY
$78.66 - $83.59 $882,958 - $938,297
11,225 Added 29.86%
48,817 $3.96 Million
Q1 2024

Apr 25, 2024
BUY
$75.37 - $84.09 $2.11 Million - $2.35 Million
27,962 Added 290.36%
37,592 $3.16 Million
Q4 2023

Feb 01, 2024
SELL
$64.84 - $78.27 $31,771 - $38,352
-490 Reduced 4.84%
9,630 $749,000
Q3 2023

Nov 02, 2023
BUY
$68.54 - $75.91 $175,873 - $194,785
2,566 Added 33.97%
10,120 $701,000
Q2 2023

Jul 31, 2023
SELL
$67.49 - $73.03 $3,374 - $3,651
-50 Reduced 0.66%
7,554 $552,000
Q1 2023

Apr 27, 2023
SELL
$66.27 - $75.04 $42,081 - $47,650
-635 Reduced 7.71%
7,604 $532,000
Q4 2022

Jan 12, 2023
BUY
$62.09 - $71.89 $25,829 - $29,906
416 Added 5.32%
8,239 $556,000
Q3 2022

Nov 22, 2022
BUY
$62.15 - $74.82 $2,423 - $2,917
39 Added 0.5%
7,823 $486,000
Q2 2022

Jul 15, 2022
SELL
$62.75 - $78.76 $62 - $78
-1 Reduced 0.01%
7,784 $503,000
Q1 2022

May 12, 2022
BUY
$72.29 - $82.89 $11,638 - $13,345
161 Added 2.11%
7,785 $608,000
Q4 2021

Feb 07, 2022
SELL
$78.41 - $85.28 $5,331 - $5,799
-68 Reduced 0.88%
7,624 $633,000
Q3 2021

Oct 12, 2021
BUY
$76.44 - $82.59 $357,739 - $386,521
4,680 Added 155.38%
7,692 $602,000
Q4 2020

Feb 10, 2021
BUY
$57.75 - $68.61 $173,943 - $206,653
3,012 New
3,012 $206,000

Others Institutions Holding IWR

# of Institutions
1,563
Shares Held
371M
Call Options Held
151K
Put Options Held
164K
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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