Strategic Financial Concepts, LLC Ishares Russell Mid Cap ETF Transaction History

Strategic Financial Concepts, LLC

  • $711 Billion
  • Q2 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 3,139 shares of IWR stock, worth $298,456. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,139
Previous 15,623 79.91%
Holding current value
$298,456
Previous $1.33 Billion 78.28%
% of portfolio
0.04%
Previous 0.25%

Shares

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

Aug 05, 2025
SELL
$74.88 - $91.97 $934,801 - $1.15 Million
-12,484 Reduced 79.91%
3,139 $289 Million
Q1 2025

Apr 28, 2025
SELL
$82.81 - $92.93 $26,747 - $30,016
-323 Reduced 2.03%
15,623 $1.33 Billion
Q4 2024

Jan 30, 2025
SELL
$87.25 - $95.52 $46.1 Million - $50.5 Million
-528,786 Reduced 97.07%
15,946 $1.41 Billion
Q4 2024

Jan 27, 2025
BUY
$87.25 - $95.52 $47.1 Million - $51.5 Million
539,279 Added 9889.58%
544,732 $1.41 Billion
Q3 2024

Nov 12, 2024
SELL
$79.92 - $88.19 $37.1 Million - $41 Million
-464,582 Reduced 98.84%
5,453 $481 Million
Q2 2024

Aug 06, 2024
BUY
$78.66 - $83.59 $35.9 Million - $38.1 Million
456,344 Added 3333.17%
470,035 $807 Million
Q1 2024

Apr 22, 2024
BUY
$75.37 - $84.09 $288,968 - $322,401
3,834 Added 38.9%
13,691 $1.15 Billion
Q4 2023

Jan 18, 2024
SELL
$64.84 - $78.27 $25,417 - $30,681
-392 Reduced 3.82%
9,857 $766 Million
Q3 2023

Nov 07, 2023
BUY
$68.54 - $75.91 $9,664 - $10,703
141 Added 1.39%
10,249 $710 Million
Q2 2023

Sep 06, 2023
SELL
$67.49 - $73.03 $30,235 - $32,717
-448 Reduced 4.24%
10,108 $738 Million
Q1 2023

Sep 06, 2023
BUY
$66.27 - $75.04 $699,546 - $792,122
10,556 New
10,556 $738 Million

Others Institutions Holding IWR

# of Institutions
1,617
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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