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 58,787 shares of IWR stock, worth $5.29 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares
58,787
Previous 54,166 8.53%
Holding current value
$5.29 Million
Previous $4.39 Million 17.99%
% of portfolio
2.63%
Previous 2.55%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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