Wealth Enhancement Advisory Services, LLC Ishares Russell Mid Cap ETF Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 837,097 shares of IWR stock, worth $68.4 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

837,097

Previous 822,824 1.73%

Holding current value

$68.4 Million

Previous $72.7 Million 2.1%

% of portfolio

0.15%

Previous 0.15%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$82.81 - $92.93 $1.18 Million - $1.33 Million	14,273 Added 1.73%	837,097 $71.2 Million
Q4 2024 Mar 17, 2025	SELL	$87.25 - $95.52 $860,634 - $942,209	-9,864 Reduced 1.18%	822,824 $72.7 Million
Q4 2024 Jan 10, 2025	BUY	$87.25 - $95.52 $541,648 - $592,988	6,208 Added 0.75%	832,688 $73.6 Million
Q3 2024 Oct 23, 2024	BUY	$79.92 - $88.19 $538,421 - $594,136	6,737 Added 0.82%	826,480 $72.8 Million
Q2 2024 Jul 16, 2024	BUY	$78.66 - $83.59 $2.44 Million - $2.59 Million	31,025 Added 3.93%	819,743 $66.5 Million
Q1 2024 Apr 15, 2024	SELL	$75.37 - $84.09 $1.28 Million - $1.43 Million	-16,975 Reduced 2.11%	788,718 $66.3 Million
Q4 2023 Jan 30, 2024	SELL	$64.84 - $78.27 $32,744 - $39,526	-505 Reduced 0.06%	805,693 $62.6 Million
Q3 2023 Nov 13, 2023	BUY	$68.54 - $75.91 $54.7 Million - $60.6 Million	797,992 Added 9724.49%	806,198 $55.8 Million
Q2 2023 Jul 21, 2023	BUY	$67.49 - $73.03 $9,313 - $10,078	138 Added 1.71%	8,206 $599,000
Q1 2023 Apr 25, 2023	BUY	$66.27 - $75.04 $244,337 - $276,672	3,687 Added 84.16%	8,068 $564,000
Q4 2022 Feb 01, 2023	SELL	$62.09 - $71.89 $15,336 - $17,756	-247 Reduced 5.34%	4,381 $295,000
Q3 2022 Oct 17, 2022	SELL	$62.15 - $74.82 $36,668 - $44,143	-590 Reduced 11.31%	4,628 $295,000
Q2 2022 Jul 18, 2022	SELL	$62.75 - $78.76 $2,447 - $3,071	-39 Reduced 0.74%	5,218 $347,000
Q1 2022 Apr 18, 2022	BUY	$72.29 - $82.89 $6,578 - $7,542	91 Added 1.76%	5,257 $414,000
Q4 2021 Feb 08, 2022	SELL	$78.41 - $85.28 $23,679 - $25,754	-302 Reduced 5.52%	5,166 $395,000
Q3 2021 Nov 03, 2021	BUY	$76.44 - $82.59 $382 - $412	5 Added 0.09%	5,468 $455,000
Q2 2021 Aug 10, 2021	SELL	$74.82 - $79.61 $120,535 - $128,251	-1,611 Reduced 22.77%	5,463 $427,000
Q1 2021 May 12, 2021	BUY	$67.45 - $75.68 $236,142 - $264,955	3,501 Added 97.98%	7,074 $535,000
Q4 2020 Feb 10, 2021	BUY	$57.75 - $68.61 $206,340 - $245,143	3,573 New	3,573 $253,000

Others Institutions Holding IWR

# of Institutions

1,529

Shares Held

369M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Ishares Russell Mid Cap ETF Transaction History