Moss Adams Wealth Advisors LLC Ishares Russell Mid Cap ETF Transaction History

Moss Adams Wealth Advisors LLC

  • $913 Billion
  • Q3 2024

A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 7,038 shares of IWR stock, worth $641,161. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,038
Previous 5,815 21.03%
Holding current value
$641,161
Previous $471 Million 31.57%
% of portfolio
0.07%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$79.92 - $88.19 $97,742 - $107,856
1,223 Added 21.03%
7,038 $620 Million
Q1 2024

May 07, 2024
BUY
$75.37 - $84.09 $438,276 - $488,983
5,815 New
5,815 $489 Million
Q2 2023

Dec 20, 2023
SELL
$67.49 - $73.03 $54,801 - $59,300
-812 Reduced 77.19%
240 $17.5 Million
Q1 2023

Dec 20, 2023
BUY
$66.27 - $75.04 $44,533 - $50,426
672 Added 176.84%
1,052 $73.6 Million
Q4 2022

Dec 20, 2023
BUY
$62.09 - $71.89 $23,594 - $27,318
380 New
380 $25.6 Million

Others Institutions Holding IWR

# of Institutions
1,408
Shares Held
340M
Call Options Held
130K
Put Options Held
26.6K
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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