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

Arete Wealth Advisors, LLC

  • $1.6 Billion
  • Q3 2025

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 3,141 shares of IWR stock, worth $297,201. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,141
Previous 2,923 7.46%
Holding current value
$297,201
Previous $269,000 12.64%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$92.26 - $97.51 $20,112 - $21,257
218 Added 7.46%
3,141 $303,000
Q2 2025

Aug 14, 2025
SELL
$74.88 - $91.97 $6,739 - $8,277
-90 Reduced 2.99%
2,923 $269,000
Q1 2025

May 15, 2025
BUY
$82.81 - $92.93 $414 - $464
5 Added 0.17%
3,013 $256,000
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
1,637
Shares Held
391M
Call Options Held
208K
Put Options Held
28.7K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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