Arkadios Wealth Advisors Ishares Russell Mid Cap ETF Transaction History

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Arkadios Wealth Advisors holds 3,835 shares of IWR stock, worth $355,236. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,835
Previous 3,263 17.53%
Holding current value
$355,236
Previous $287,000 18.12%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$87.25 - $95.52 $49,907 - $54,637
572 Added 17.53%
3,835 $339,000
Q3 2024

Oct 24, 2024
SELL
$79.92 - $88.19 $20,619 - $22,753
-258 Reduced 7.33%
3,263 $287,000
Q2 2024

Jul 29, 2024
BUY
$78.66 - $83.59 $276,961 - $294,320
3,521 New
3,521 $285,000
Q4 2021

Feb 03, 2022
SELL
$78.41 - $85.28 $35,990 - $39,143
-459 Closed
0 $0
Q3 2021

Oct 19, 2021
SELL
$76.44 - $82.59 $255,003 - $275,520
-3,336 Reduced 87.91%
459 $35,000
Q2 2021

Jul 28, 2021
BUY
$74.82 - $79.61 $274,290 - $291,850
3,666 Added 2841.86%
3,795 $300,000
Q1 2021

Apr 26, 2021
SELL
$67.45 - $75.68 $27,924 - $31,331
-414 Reduced 76.24%
129 $9,000
Q4 2020

Feb 09, 2021
SELL
$57.75 - $68.61 $60,175 - $71,491
-1,042 Reduced 65.74%
543 $37,000
Q3 2020

Nov 10, 2020
SELL
$53.47 - $60.19 $44,861 - $50,499
-839 Reduced 34.61%
1,585 $96.6 Million
Q2 2020

Aug 10, 2020
SELL
$40.64 - $57.63 $103,510 - $146,783
-2,547 Reduced 51.24%
2,424 $132 Million
Q1 2020

May 14, 2020
SELL
$36.81 - $61.96 $4,233 - $7,125
-115 Reduced 2.26%
4,971 $215 Million
Q4 2019

Feb 14, 2020
BUY
$54.12 - $59.69 $275,254 - $303,583
5,086 New
5,086 $303,000

Others Institutions Holding IWR

# of Institutions
1,437
Shares Held
340M
Call Options Held
130K
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
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