Bordeaux Wealth Advisors LLC Ishares Russell Mid Cap ETF Transaction History

Bordeaux Wealth Advisors LLC

  • $777 Million
  • Q2 2025

A detailed history of Bordeaux Wealth Advisors LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 5,118 shares of IWR stock, worth $484,265. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,118
Previous 5,118 -0.0%
Holding current value
$484,265
Previous $435,000 8.05%
% of portfolio
0.06%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$79.92 - $88.19 $5,274 - $5,820
-66 Reduced 1.27%
5,118 $451,000
Q2 2024

Aug 02, 2024
BUY
$78.66 - $83.59 $5,191 - $5,516
66 Added 1.29%
5,184 $420,000
Q1 2024

Apr 29, 2024
BUY
$75.37 - $84.09 $94,363 - $105,280
1,252 Added 32.38%
5,118 $430,000
Q4 2023

Feb 06, 2024
BUY
$64.84 - $78.27 $250,671 - $302,591
3,866 New
3,866 $300,000
Q1 2022

May 03, 2022
SELL
$72.29 - $82.89 $299,425 - $343,330
-4,142 Closed
0 $0
Q4 2021

Jan 27, 2022
BUY
$78.41 - $85.28 $324,774 - $353,229
4,142 New
4,142 $344,000

Others Institutions Holding IWR

# of Institutions
1,664
Shares Held
391M
Call Options Held
208K
Put Options Held
28K
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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