Summit Trail Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Summit Trail Advisors, LLC

  • $5.73 Billion
  • Q2 2025

A detailed history of Summit Trail Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 4,747 shares of IWR stock, worth $451,344. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,747
Holding current value
$451,344
% of portfolio
0.01%

Shares

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

Aug 14, 2025
BUY
$74.88 - $91.97 $355,455 - $436,581
4,747 New
4,747 $436,000
Q2 2024

Aug 13, 2024
BUY
$78.66 - $83.59 $157 - $167
2 Added 0.04%
5,174 $419,000
Q1 2024

Apr 23, 2024
BUY
$75.37 - $84.09 $150 - $168
2 Added 0.04%
5,172 $434,000
Q4 2023

Feb 06, 2024
BUY
$64.84 - $78.27 $453 - $547
7 Added 0.14%
5,170 $401,000
Q2 2023

Jul 25, 2023
BUY
$67.49 - $73.03 $134 - $146
2 Added 0.04%
5,163 $377,000
Q1 2023

May 04, 2023
SELL
$66.27 - $75.04 $57,654 - $65,284
-870 Reduced 14.43%
5,161 $360,000
Q4 2022

Feb 07, 2023
BUY
$62.09 - $71.89 $248 - $287
4 Added 0.07%
6,031 $406,000
Q3 2022

Nov 09, 2022
BUY
$62.15 - $74.82 $248 - $299
4 Added 0.07%
6,027 $375,000
Q2 2022

Aug 09, 2022
SELL
$62.75 - $78.76 $18,260 - $22,919
-291 Reduced 4.61%
6,023 $389,000
Q1 2022

May 16, 2022
BUY
$72.29 - $82.89 $61,735 - $70,788
854 Added 15.64%
6,314 $493,000
Q4 2021

Feb 11, 2022
BUY
$78.41 - $85.28 $39,440 - $42,895
503 Added 10.15%
5,460 $453,000
Q3 2021

Nov 16, 2021
SELL
$76.44 - $82.59 $2.63 Million - $2.84 Million
-34,378 Reduced 87.4%
4,957 $388,000
Q1 2018

May 21, 2018
BUY
$49.67 - $55.0 $1.95 Million - $2.16 Million
39,335 New
39,335 $39,000

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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