Beacon Financial Advisory LLC Ishares Russell Mid Cap ETF Transaction History

Beacon Financial Advisory LLC

  • $373 Million
  • Q3 2025

A detailed history of Beacon Financial Advisory LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 9,431 shares of IWR stock, worth $892,361. This represents 0.24% of its overall portfolio holdings.

Number of Shares
9,431
Previous 9,423 0.08%
Holding current value
$892,361
Previous $866,000 5.08%
% of portfolio
0.24%
Previous 0.25%

Shares

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

Oct 29, 2025
BUY
$92.26 - $97.51 $738 - $780
8 Added 0.08%
9,431 $910,000
Q2 2025

Jul 22, 2025
BUY
$74.88 - $91.97 $7,712 - $9,472
103 Added 1.11%
9,423 $866,000
Q1 2025

Apr 24, 2025
SELL
$82.81 - $92.93 $78,917 - $88,562
-953 Reduced 9.28%
9,320 $792,000
Q4 2024

Jan 27, 2025
SELL
$87.25 - $95.52 $12,389 - $13,563
-142 Reduced 1.36%
10,273 $908,000
Q3 2024

Oct 30, 2024
BUY
$79.92 - $88.19 $52,027 - $57,411
651 Added 6.67%
10,415 $917,000
Q2 2024

Jul 26, 2024
BUY
$78.66 - $83.59 $255,094 - $271,082
3,243 Added 49.73%
9,764 $791,000
Q1 2024

May 01, 2024
SELL
$75.37 - $84.09 $198,373 - $221,324
-2,632 Reduced 28.76%
6,521 $548,000
Q4 2023

Jan 23, 2024
SELL
$64.84 - $78.27 $3,112 - $3,756
-48 Reduced 0.52%
9,153 $711,000
Q2 2023

Jul 17, 2023
BUY
$67.49 - $73.03 $607 - $657
9 Added 0.1%
9,201 $671,000
Q1 2023

Apr 18, 2023
BUY
$66.27 - $75.04 $927 - $1,050
14 Added 0.15%
9,192 $642,000
Q4 2022

Jan 20, 2023
SELL
$62.09 - $71.89 $10,865 - $12,580
-175 Reduced 1.87%
9,178 $0
Q3 2022

Oct 21, 2022
SELL
$62.15 - $74.82 $52,081 - $62,699
-838 Reduced 8.22%
9,353 $581,000
Q2 2022

Jul 25, 2022
SELL
$62.75 - $78.76 $21,209 - $26,620
-338 Reduced 3.21%
10,191 $659,000
Q1 2022

Apr 27, 2022
BUY
$72.29 - $82.89 $1,228 - $1,409
17 Added 0.16%
10,529 $822,000
Q4 2021

Jan 21, 2022
BUY
$78.41 - $85.28 $85,702 - $93,211
1,093 Added 11.6%
10,512 $873,000
Q3 2021

Nov 15, 2021
BUY
$76.44 - $82.59 $840 - $908
11 Added 0.12%
9,419 $737,000
Q2 2021

Jul 14, 2021
BUY
$74.82 - $79.61 $18,480 - $19,663
247 Added 2.7%
9,408 $745,000
Q1 2021

Apr 20, 2021
BUY
$67.45 - $75.68 $27,587 - $30,953
409 Added 4.67%
9,161 $677,000
Q4 2020

Jan 25, 2021
BUY
$57.75 - $68.61 $577 - $686
10 Added 0.11%
8,752 $599,000
Q3 2020

Oct 08, 2020
SELL
$53.47 - $60.19 $7,432 - $8,366
-139 Reduced 1.57%
8,742 $501,000
Q2 2020

Jul 07, 2020
SELL
$40.64 - $57.63 $108,874 - $154,390
-2,679 Reduced 23.17%
8,881 $476,000
Q1 2020

Apr 15, 2020
SELL
$36.81 - $61.96 $253,584 - $426,842
-6,889 Reduced 37.34%
11,560 $499,000
Q4 2019

Jan 24, 2020
BUY
$54.12 - $59.69 $998,459 - $1.1 Million
18,449 New
18,449 $1.1 Million

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
Track This Portfolio

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory 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 Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email