Tru Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Tru Wealth Advisors, LLC

  • $1.8 Billion
  • Q3 2025

A detailed history of Tru Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 2,682 shares of IWR stock, worth $255,004. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,682
Previous 2,664 0.68%
Holding current value
$255,004
Previous $245,000 5.31%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
BUY
$92.26 - $97.51 $1,660 - $1,755
18 Added 0.68%
2,682 $258,000
Q1 2025

Apr 10, 2025
SELL
$82.81 - $92.93 $19,957 - $22,396
-241 Reduced 8.3%
2,664 $225,000
Q1 2024

Apr 15, 2024
SELL
$75.37 - $84.09 $8,064 - $8,997
-107 Reduced 3.55%
2,905 $244,000
Q4 2022

Jan 27, 2023
BUY
$62.09 - $71.89 $187,015 - $216,532
3,012 New
3,012 $0
Q2 2022

Jul 22, 2022
SELL
$62.75 - $78.76 $189,003 - $237,225
-3,012 Closed
0 $0
Q4 2020

Jan 26, 2021
BUY
$57.75 - $68.61 $173,943 - $206,653
3,012 New
3,012 $206,000

Others Institutions Holding IWR

# of Institutions
1,605
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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