Wealthspire Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Wealthspire Advisors, LLC

$16.6 Billion
Q1 2025

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 394,998 shares of IWR stock, worth $35 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

394,998

Previous 182,535 116.4%

Holding current value

$35 Million

Previous $16.1 Million 108.24%

% of portfolio

0.2%

Previous 0.16%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$82.81 - $92.93 $17.6 Million - $19.7 Million	212,463 Added 116.4%	394,998 $33.6 Million
Q4 2024 Feb 03, 2025	BUY	$87.25 - $95.52 $702,362 - $768,936	8,050 Added 4.61%	182,535 $16.1 Million
Q3 2024 Nov 13, 2024	BUY	$79.92 - $88.19 $1.57 Million - $1.74 Million	19,675 Added 12.71%	174,485 $15.4 Million
Q2 2024 Aug 08, 2024	BUY	$78.66 - $83.59 $1.07 Million - $1.14 Million	13,609 Added 9.64%	154,810 $12.6 Million
Q1 2024 May 06, 2024	BUY	$75.37 - $84.09 $212,015 - $236,545	2,813 Added 2.03%	141,201 $11.9 Million
Q4 2023 Feb 06, 2024	BUY	$64.84 - $78.27 $292,104 - $352,606	4,505 Added 3.36%	138,388 $10.8 Million
Q3 2023 Nov 06, 2023	BUY	$68.54 - $75.91 $7.48 Million - $8.29 Million	109,170 Added 441.75%	133,883 $9.27 Million
Q1 2023 May 09, 2023	SELL	$66.27 - $75.04 $28,496 - $32,267	-430 Reduced 1.71%	24,713 $1.73 Million
Q4 2022 Feb 13, 2023	SELL	$62.09 - $71.89 $54,825 - $63,478	-883 Reduced 3.39%	25,143 $1.7 Million
Q3 2022 Nov 14, 2022	BUY	$62.15 - $74.82 $975,382 - $1.17 Million	15,694 Added 151.9%	26,026 $1.62 Million
Q2 2022 Aug 09, 2022	BUY	$62.75 - $78.76 $229,225 - $287,710	3,653 Added 54.69%	10,332 $668,000
Q1 2022 May 09, 2022	BUY	$72.29 - $82.89 $867 - $994	12 Added 0.18%	6,679 $521,000
Q4 2021 Feb 14, 2022	SELL	$78.41 - $85.28 $392 - $426	-5 Reduced 0.07%	6,667 $553,000
Q3 2021 Nov 15, 2021	SELL	$76.44 - $82.59 $13,071 - $14,122	-171 Reduced 2.5%	6,672 $522,000
Q2 2021 Aug 13, 2021	SELL	$74.82 - $79.61 $27,608 - $29,376	-369 Reduced 5.12%	6,843 $542,000
Q1 2021 May 17, 2021	BUY	$67.45 - $75.68 $809 - $908	12 Added 0.17%	7,212 $533,000
Q4 2020 Feb 16, 2021	BUY	$57.75 - $68.61 $415,800 - $493,992	7,200 New	7,200 $494,000
Q2 2020 Aug 14, 2020	SELL	$40.64 - $57.63 $193,446 - $274,318	-4,760 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$36.81 - $61.96 $175,215 - $294,929	4,760 New	4,760 $205,000

Others Institutions Holding IWR

# of Institutions

1,538

Shares Held

382M

Call Options Held

151K

Put Options Held

164K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC Ishares Russell Mid Cap ETF Transaction History