Tobias Financial Advisors, Inc. Ishares Russell Mid Cap ETF Transaction History

Tobias Financial Advisors, Inc.

  • $499 Million
  • Q1 2025

A detailed history of Tobias Financial Advisors, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 2,944 shares of IWR stock, worth $264,636. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,944
Previous 3,464 15.01%
Holding current value
$264,636
Previous $306,000 18.3%
% of portfolio
0.05%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$82.81 - $92.93 $43,061 - $48,323
-520 Reduced 15.01%
2,944 $250,000
Q3 2024

Oct 30, 2024
BUY
$79.92 - $88.19 $276,842 - $305,490
3,464 New
3,464 $305,000

Others Institutions Holding IWR

# of Institutions
1,539
Shares Held
382M
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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