iShares Russell Mid-Cap ETF (NYSEARCA:IWR) Shares Acquired by Pathstone Family Office LLC

Pathstone Family Office LLC lifted its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWRFree Report) by 12,660.4% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,053,275 shares of the company’s stock after acquiring an additional 2,037,184 shares during the quarter. iShares Russell Mid-Cap ETF comprises approximately 0.9% of Pathstone Family Office LLC’s holdings, making the stock its 19th largest position. Pathstone Family Office LLC’s holdings in iShares Russell Mid-Cap ETF were worth $142,189,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the stock. Optimum Investment Advisors boosted its position in iShares Russell Mid-Cap ETF by 2.5% in the 2nd quarter. Optimum Investment Advisors now owns 6,147 shares of the company’s stock valued at $449,000 after buying an additional 152 shares during the last quarter. Continuum Advisory LLC lifted its holdings in iShares Russell Mid-Cap ETF by 1.2% during the first quarter. Continuum Advisory LLC now owns 13,340 shares of the company’s stock worth $960,000 after acquiring an additional 163 shares in the last quarter. Octavia Wealth Advisors LLC lifted its holdings in iShares Russell Mid-Cap ETF by 4.9% during the third quarter. Octavia Wealth Advisors LLC now owns 3,503 shares of the company’s stock worth $244,000 after acquiring an additional 165 shares in the last quarter. Meridian Wealth Management LLC lifted its holdings in iShares Russell Mid-Cap ETF by 1.1% during the fourth quarter. Meridian Wealth Management LLC now owns 16,231 shares of the company’s stock worth $1,095,000 after acquiring an additional 177 shares in the last quarter. Finally, Syntal Capital Partners LLC lifted its holdings in iShares Russell Mid-Cap ETF by 2.8% during the second quarter. Syntal Capital Partners LLC now owns 6,432 shares of the company’s stock worth $470,000 after acquiring an additional 178 shares in the last quarter.

iShares Russell Mid-Cap ETF Stock Performance

IWR stock traded up $0.45 during midday trading on Tuesday, hitting $77.37. 620,726 shares of the company’s stock were exchanged, compared to its average volume of 1,440,170. The stock’s fifty day moving average price is $76.20 and its 200-day moving average price is $72.72. The company has a market cap of $30.53 billion, a PE ratio of 15.16 and a beta of 1.09. iShares Russell Mid-Cap ETF has a one year low of $64.66 and a one year high of $78.37.

iShares Russell Mid-Cap ETF Profile

(Free Report)

iShares Russell Mid-Cap ETF (the Fund), formerly iShares Russell Midcap Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell Midcap Index (the Index). The Index measures the performance of the mid-capitalization sector of the United States equity market.

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Institutional Ownership by Quarter for iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

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