Paragon Private Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Paragon Private Wealth Management, LLC

  • $283 Million
  • Q3 2025

A detailed history of Paragon Private Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 85,116 shares of IWR stock, worth $8.05 Million. This represents 2.9% of its overall portfolio holdings.

Number of Shares
85,116
Previous 81,327 4.66%
Holding current value
$8.05 Million
Previous $7.48 Million 9.87%
% of portfolio
2.9%
Previous 3.16%

Shares

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

Nov 03, 2025
BUY
$92.26 - $97.51 $349,573 - $369,465
3,789 Added 4.66%
85,116 $8.22 Million
Q2 2025

Aug 14, 2025
BUY
$74.88 - $91.97 $157,322 - $193,228
2,101 Added 2.65%
81,327 $7.48 Million
Q1 2025

May 15, 2025
BUY
$82.81 - $92.93 $1.2 Million - $1.34 Million
14,442 Added 22.29%
79,226 $6.74 Million
Q4 2024

Feb 07, 2025
BUY
$87.25 - $95.52 $523,238 - $572,833
5,997 Added 10.2%
64,784 $5.73 Million
Q3 2024

Nov 07, 2024
BUY
$79.92 - $88.19 $369,310 - $407,525
4,621 Added 8.53%
58,787 $5.18 Million
Q2 2024

Aug 12, 2024
BUY
$78.66 - $83.59 $569,498 - $605,191
7,240 Added 15.43%
54,166 $4.39 Million
Q1 2024

May 13, 2024
BUY
$75.37 - $84.09 $1.74 Million - $1.95 Million
23,146 Added 97.33%
46,926 $3.95 Million
Q4 2023

Feb 09, 2024
BUY
$64.84 - $78.27 $324,978 - $392,289
5,012 Added 26.71%
23,780 $1.85 Million
Q3 2023

Nov 13, 2023
BUY
$68.54 - $75.91 $266,963 - $295,669
3,895 Added 26.19%
18,768 $1.3 Million
Q2 2023

Aug 03, 2023
BUY
$67.49 - $73.03 $284,942 - $308,332
4,222 Added 39.64%
14,873 $1.09 Million
Q1 2023

Apr 17, 2023
BUY
$66.27 - $75.04 $705,841 - $799,251
10,651 New
10,651 $744,000

Others Institutions Holding IWR

# of Institutions
1,646
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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