Pb Mares Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History

Pb Mares Wealth Management LLC

  • $609 Million
  • Q3 2025

A detailed history of Pb Mares Wealth Management LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 4,553 shares of IWR stock, worth $430,804. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,553
Previous 4,553 -0.0%
Holding current value
$430,804
Previous $418,000 5.02%
% of portfolio
0.07%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Jul 14, 2020
BUY
$40.64 - $57.63 $185,033 - $262,389
4,553 New
4,553 $244,000
Q1 2020

Apr 17, 2020
SELL
$36.81 - $61.96 $167,595 - $282,103
-4,553 Closed
0 $0
Q4 2019

Feb 04, 2020
BUY
$54.12 - $59.69 $246,408 - $271,768
4,553 New
4,553 $271,000

Others Institutions Holding IWR

# of Institutions
1,644
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 Pb Mares Wealth Management LLC Portfolio

Follow Pb Mares Wealth Management 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 Pb Mares Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pb Mares Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email