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 9,510 shares of IWR stock, worth $904,210. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,510
Previous 10,314 7.8%
Holding current value
$904,210
Previous $877,000 0.34%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Aug 04, 2025

SELL
$74.88 - $91.97 $60,203 - $73,943
-804 Reduced 7.8%
9,510 $874,000
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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