Arete Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Arete Wealth Advisors, LLC

$1.39 Billion
Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 3,008 shares of IWR stock, worth $269,216. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,008

Previous 3,006 0.07%

Holding current value

$269,216

Previous $264,000 0.76%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$87.25 - $95.52 $174 - $191	2 Added 0.07%	3,008 $266,000
Q3 2024 Nov 14, 2024	SELL	$79.92 - $88.19 $79 - $88	-1 Reduced 0.03%	3,006 $264,000
Q2 2024 Aug 13, 2024	BUY	$78.66 - $83.59 $236,530 - $251,355	3,007 New	3,007 $243,000
Q4 2023 Feb 14, 2024	BUY	$64.84 - $78.27 $194,844 - $235,201	3,005 New	3,005 $233,000
Q2 2022 Aug 15, 2022	BUY	$62.75 - $78.76 $202,494 - $254,158	3,227 New	3,227 $209,000
Q1 2022 May 06, 2022	SELL	$72.29 - $82.89 $617,212 - $707,714	-8,538 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	$78.41 - $85.28 $5,175 - $5,628	66 Added 0.78%	8,538 $706,000
Q3 2021 Nov 15, 2021	SELL	$76.44 - $82.59 $5,045 - $5,450	-66 Reduced 0.77%	8,472 $663,000
Q2 2021 Aug 09, 2021	BUY	$74.82 - $79.61 $18,330 - $19,504	245 Added 2.95%	8,538 $677,000
Q1 2021 May 10, 2021	BUY	$67.45 - $75.68 $559,362 - $627,614	8,293 New	8,293 $613,000

Others Institutions Holding IWR

# of Institutions

1,536

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Arete Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History