Aaron Wealth Advisors LLC Ishares Russell Mid Cap ETF Transaction History

Aaron Wealth Advisors LLC

  • $854 Million
  • Q4 2024

A detailed history of Aaron Wealth Advisors LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Aaron Wealth Advisors LLC holds 3,310 shares of IWR stock, worth $305,546. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,310
Previous 3,310 -0.0%
Holding current value
$305,546
Previous $291,000 0.34%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
SELL
$78.66 - $83.59 $71,737 - $76,234
-912 Reduced 21.6%
3,310 $268,000
Q1 2024

Apr 25, 2024
SELL
$75.37 - $84.09 $19,596 - $21,863
-260 Reduced 5.8%
4,222 $355,000
Q4 2023

Jan 26, 2024
SELL
$64.84 - $78.27 $3,825 - $4,617
-59 Reduced 1.3%
4,482 $348,000
Q3 2023

Oct 19, 2023
SELL
$68.54 - $75.91 $13,570 - $15,030
-198 Reduced 4.18%
4,541 $314,000
Q2 2023

Jul 26, 2023
SELL
$67.49 - $73.03 $13,767 - $14,898
-204 Reduced 4.13%
4,739 $346,000
Q1 2023

May 02, 2023
BUY
$66.27 - $75.04 $21,537 - $24,388
325 Added 7.04%
4,943 $345,000
Q4 2022

Jan 24, 2023
SELL
$62.09 - $71.89 $21,979 - $25,449
-354 Reduced 7.12%
4,618 $0
Q3 2022

Oct 21, 2022
SELL
$62.15 - $74.82 $1.4 Million - $1.69 Million
-22,528 Reduced 81.92%
4,972 $309,000
Q2 2022

Jul 22, 2022
SELL
$62.75 - $78.76 $109 Million - $137 Million
-1,741,900 Reduced 98.45%
27,500 $1.78 Million
Q1 2022

May 10, 2022
BUY
$72.29 - $82.89 $128 Million - $147 Million
1,769,400 New
1,769,400 $22.7 Million

Others Institutions Holding IWR

# of Institutions
1,506
Shares Held
363M
Call Options Held
125K
Put Options Held
26.6K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Aaron Wealth Advisors LLC Portfolio

Follow Aaron Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aaron Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aaron Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email