Us Advisors Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Us Advisors Wealth Management, LLC

  • $308 Million
  • Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 11,027 shares of IWR stock, worth $986,916. This represents 0.32% of its overall portfolio holdings.

Number of Shares
11,027
Previous 10,960 0.61%
Holding current value
$986,916
Previous $964,000 1.04%
% of portfolio
0.32%
Previous 0.34%

Shares

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

Jan 23, 2025
BUY
$87.25 - $95.52 $5,845 - $6,399
67 Added 0.61%
11,027 $974,000
Q3 2024

Nov 07, 2024
SELL
$79.92 - $88.19 $22,137 - $24,428
-277 Reduced 2.47%
10,960 $964,000
Q2 2024

Aug 06, 2024
SELL
$78.66 - $83.59 $18,327 - $19,476
-233 Reduced 2.03%
11,237 $911,000
Q1 2024

May 02, 2024
SELL
$75.37 - $84.09 $62,707 - $69,962
-832 Reduced 6.76%
11,470 $962,000
Q4 2023

Feb 12, 2024
BUY
$64.84 - $78.27 $3,047 - $3,678
47 Added 0.38%
12,302 $956,000
Q3 2023

Nov 09, 2023
SELL
$68.54 - $75.91 $12,679 - $14,043
-185 Reduced 1.49%
12,255 $848,000
Q2 2023

Aug 01, 2023
SELL
$67.49 - $73.03 $9,246 - $10,005
-137 Reduced 1.09%
12,440 $909,000
Q1 2023

Apr 13, 2023
BUY
$66.27 - $75.04 $38,834 - $43,973
586 Added 4.89%
12,577 $879,000
Q4 2022

Feb 10, 2023
BUY
$62.09 - $71.89 $40,482 - $46,872
652 Added 5.75%
11,991 $809,000
Q3 2022

Nov 14, 2022
BUY
$62.15 - $74.82 $11,311 - $13,617
182 Added 1.63%
11,339 $705,000
Q2 2022

Aug 12, 2022
SELL
$62.75 - $78.76 $14,620 - $18,351
-233 Reduced 2.05%
11,157 $721,000
Q1 2022

Jun 08, 2022
SELL
$72.29 - $82.89 $21,614 - $24,784
-299 Reduced 2.56%
11,390 $889,000
Q4 2021

Feb 14, 2022
SELL
$78.41 - $85.28 $76,057 - $82,721
-970 Reduced 7.66%
11,689 $970,000
Q3 2021

Nov 03, 2021
SELL
$76.44 - $82.59 $37,149 - $40,138
-486 Reduced 3.7%
12,659 $990,000
Q2 2021

Aug 09, 2021
SELL
$74.82 - $79.61 $7,930 - $8,438
-106 Reduced 0.8%
13,145 $1.04 Million
Q1 2021

May 11, 2021
SELL
$67.45 - $75.68 $65,696 - $73,712
-974 Reduced 6.85%
13,251 $980,000
Q4 2020

Feb 11, 2021
BUY
$57.75 - $68.61 $330,676 - $392,860
5,726 Added 67.37%
14,225 $972,000
Q3 2020

Nov 04, 2020
BUY
$53.47 - $60.19 $101,218 - $113,939
1,893 Added 28.66%
8,499 $487,000
Q2 2020

Aug 13, 2020
BUY
$40.64 - $57.63 $23,164 - $32,849
570 Added 9.44%
6,606 $354,000
Q4 2019

Feb 14, 2020
BUY
$54.12 - $59.69 $326,668 - $360,288
6,036 New
6,036 $360,000

Others Institutions Holding IWR

# of Institutions
1,536
Shares Held
366M
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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