iShares Russell Mid-Cap ETF $IWR Shares Newly Purchased by Lido Advisors LLC

Lido Advisors LLC acquired a new stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 994,593 shares of the company’s stock, valued at approximately $106,134,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Roxbury Financial LLC lifted its position in shares of iShares Russell Mid-Cap ETF by 12.3% during the 2nd quarter. Roxbury Financial LLC now owns 893 shares of the company’s stock valued at $99,000 after acquiring an additional 98 shares during the period. Asset Management Group Inc. raised its holdings in iShares Russell Mid-Cap ETF by 0.3% during the first quarter. Asset Management Group Inc. now owns 39,600 shares of the company’s stock worth $3,850,000 after purchasing an additional 102 shares during the last quarter. Hickory Point Bank & Trust raised its holdings in iShares Russell Mid-Cap ETF by 5.8% during the third quarter. Hickory Point Bank & Trust now owns 2,111 shares of the company’s stock worth $225,000 after purchasing an additional 115 shares during the last quarter. Farmers National Bank raised its holdings in iShares Russell Mid-Cap ETF by 0.6% during the first quarter. Farmers National Bank now owns 20,278 shares of the company’s stock worth $1,972,000 after purchasing an additional 118 shares during the last quarter. Finally, Landmark Wealth Management LLC raised its holdings in iShares Russell Mid-Cap ETF by 2.9% during the third quarter. Landmark Wealth Management LLC now owns 4,717 shares of the company’s stock worth $503,000 after purchasing an additional 134 shares during the last quarter. Hedge funds and other institutional investors own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Stock Down 0.1%

NYSEARCA:IWR opened at $110.59 on Wednesday. The company has a market capitalization of $58.32 billion, a PE ratio of 20.27 and a beta of 1.00. iShares Russell Mid-Cap ETF has a 52-week low of $91.64 and a 52-week high of $114.97. The stock has a fifty day simple moving average of $109.37 and a 200-day simple moving average of $106.33.

iShares Russell Mid-Cap ETF Profile

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. The Index is a float-adjusted, capitalization-weighted index of the 800 smallest issuers in the Russell 1000 Index. The Index includes equity securities issued by issuers, which range in size between approximately $1.7 billion and $12 billion, though these amounts may change from time to time.