Wetherby Asset Management Inc Ishares Russell Mid Cap ETF Transaction History

Wetherby Asset Management Inc

$2.19 Billion
Q2 2025

A detailed history of Wetherby Asset Management Inc transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Wetherby Asset Management Inc holds 12,208 shares of IWR stock, worth $1.16 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

12,208

Previous 12,179 0.24%

Holding current value

$1.16 Million

Previous $1.08 Million 4.28%

% of portfolio

0.05%

Previous 0.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$74.88 - $91.97 $2,171 - $2,667	29 Added 0.24%	12,208 $1.12 Million
Q3 2024 Nov 14, 2024	BUY	$79.92 - $88.19 $79 - $88	1 Added 0.01%	12,179 $1.07 Million
Q2 2024 Aug 14, 2024	BUY	$78.66 - $83.59 $92,110 - $97,883	1,171 Added 10.64%	12,178 $987,000
Q1 2024 May 15, 2024	SELL	$75.37 - $84.09 $4,597 - $5,129	-61 Reduced 0.55%	11,007 $925,000
Q4 2023 Feb 14, 2024	SELL	$64.84 - $78.27 $2.23 Million - $2.7 Million	-34,450 Reduced 75.68%	11,068 $860,000
Q3 2023 Nov 14, 2023	SELL	$68.54 - $75.91 $205 - $227	-3 Reduced 0.01%	45,518 $3.15 Million
Q2 2023 Aug 14, 2023	BUY	$67.49 - $73.03 $202 - $219	3 Added 0.01%	45,521 $3.32 Million
Q1 2023 May 12, 2023	SELL	$66.27 - $75.04 $116,701 - $132,145	-1,761 Reduced 3.72%	45,518 $3.18 Million
Q3 2022 Nov 14, 2022	SELL	$62.15 - $74.82 $124 - $149	-2 Reduced -0.0%	47,279 $2.94 Million
Q2 2022 Aug 15, 2022	BUY	$62.75 - $78.76 $82,202 - $103,175	1,310 Added 2.85%	47,281 $3.06 Million
Q1 2022 May 16, 2022	BUY	$72.29 - $82.89 $80,603 - $92,422	1,115 Added 2.49%	45,971 $3.59 Million
Q2 2021 Aug 16, 2021	BUY	$74.82 - $79.61 $2.5 Million - $2.66 Million	33,468 Added 293.89%	44,856 $3.56 Million
Q1 2021 May 14, 2021	SELL	$67.45 - $75.68 $2.43 Million - $2.73 Million	-36,093 Reduced 76.02%	11,388 $842,000
Q4 2020 Feb 11, 2021	BUY	$57.75 - $68.61 $2.38 Million - $2.83 Million	41,256 Added 662.75%	47,481 $3.26 Million
Q3 2020 Dec 16, 2020	SELL	$53.47 - $60.19 $1.79 Million - $2.01 Million	-33,468 Reduced 84.32%	6,225 $357,000
Q3 2020 Nov 13, 2020	BUY	$53.47 - $60.19 $1.82 Million - $2.05 Million	34,051 Added 603.53%	39,693 $2.28 Million
Q2 2020 Aug 14, 2020	BUY	$40.64 - $57.63 $229,290 - $325,148	5,642 New	5,642 $302,000

Others Institutions Holding IWR

# of Institutions

1,606

Shares Held

377M

Call Options Held

198K

Put Options Held

37.3K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Wetherby Asset Management Inc Ishares Russell Mid Cap ETF Transaction History