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

Guardian Wealth Advisors, LLC

  • $156 Million
  • Q4 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 31,680 shares of IWR stock, worth $2.83 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
31,680
Previous 36,515 13.24%
Holding current value
$2.83 Million
Previous $3.22 Million 12.99%
% of portfolio
1.79%
Previous 1.99%

Shares

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

Jan 27, 2025
SELL
$87.25 - $95.52 $421,853 - $461,839
-4,835 Reduced 13.24%
31,680 $2.8 Million
Q3 2024

Nov 07, 2024
SELL
$79.92 - $88.19 $511,647 - $564,592
-6,402 Reduced 14.92%
36,515 $3.22 Million
Q2 2024

Aug 08, 2024
SELL
$78.66 - $83.59 $357,352 - $379,749
-4,543 Reduced 9.57%
42,917 $3.48 Million
Q1 2024

Apr 26, 2024
SELL
$75.37 - $84.09 $124,661 - $139,084
-1,654 Reduced 3.37%
47,460 $3.99 Million
Q4 2023

Feb 08, 2024
BUY
$64.84 - $78.27 $50,964 - $61,520
786 Added 1.63%
49,114 $3.82 Million
Q3 2023

Oct 30, 2023
SELL
$68.54 - $75.91 $204,866 - $226,894
-2,989 Reduced 5.82%
48,328 $3.35 Million
Q2 2023

Aug 08, 2023
SELL
$67.49 - $73.03 $51,562 - $55,794
-764 Reduced 1.47%
51,317 $3.75 Million
Q1 2023

May 18, 2023
SELL
$66.27 - $75.04 $184,827 - $209,286
-2,789 Reduced 5.08%
52,081 $3.64 Million
Q4 2022

Feb 02, 2023
BUY
$62.09 - $71.89 $2.6 Million - $3.02 Million
41,954 Added 428.19%
51,752 $3.49 Million
Q3 2022

May 18, 2023
BUY
$62.15 - $74.82 $3.41 Million - $4.11 Million
54,870 New
54,870 $3.41 Million
Q3 2022

Nov 09, 2022
SELL
$62.15 - $74.82 $2.78 Million - $3.35 Million
-44,722 Reduced 82.03%
9,798 $609,000
Q2 2022

Aug 12, 2022
BUY
$62.75 - $78.76 $82,579 - $103,648
1,316 Added 2.47%
54,520 $3.53 Million
Q1 2022

May 11, 2022
BUY
$72.29 - $82.89 $1,228 - $1,409
17 Added 0.03%
53,204 $4.15 Million
Q4 2021

Feb 03, 2022
BUY
$78.41 - $85.28 $62,571 - $68,053
798 Added 1.52%
53,187 $4.42 Million
Q3 2021

Nov 10, 2021
SELL
$76.44 - $82.59 $182,232 - $196,894
-2,384 Reduced 4.35%
52,389 $4.1 Million
Q2 2021

Jul 28, 2021
BUY
$74.82 - $79.61 $4.1 Million - $4.36 Million
54,773 New
54,773 $4.34 Million
Q1 2021

May 10, 2021
SELL
$67.45 - $75.68 $3.53 Million - $3.96 Million
-52,342 Closed
0 $0
Q1 2021

May 10, 2021
BUY
$67.45 - $75.68 $6,542 - $7,340
97 Added 0.19%
52,342 $3.87 Million
Q4 2020

May 10, 2021
BUY
$57.75 - $68.61 $3.02 Million - $3.58 Million
52,245 New
52,245 $3.58 Million

Others Institutions Holding IWR

# of Institutions
1,534
Shares Held
367M
Call Options Held
180K
Put Options Held
19.1K
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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