A detailed history of Univest Financial Corp transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Univest Financial Corp holds 10,314 shares of IWR stock, worth $917,533. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,314
Previous 15,546 33.65%
Holding current value
$917,533
Previous $1.37 Million 36.17%
% of portfolio
0.06%
Previous 0.09%

Shares

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

May 08, 2025

SELL
$82.81 - $92.93 $433,261 - $486,209
-5,232 Reduced 33.65%
10,314 $877,000
Q4 2024

Feb 11, 2025

SELL
$87.25 - $95.52 $290,542 - $318,081
-3,330 Reduced 17.64%
15,546 $1.37 Million
Q3 2024

Nov 14, 2024

BUY
$79.92 - $88.19 $1.51 Million - $1.66 Million
18,876 New
18,876 $1.66 Million

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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