Guardian Asset Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Guardian Asset Advisors, LLC

  • $147 Billion
  • Q3 2024

A detailed history of Guardian Asset Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Guardian Asset Advisors, LLC holds 8,090 shares of IWR stock, worth $764,100. This represents 0.48% of its overall portfolio holdings.

Number of Shares
8,090
Previous 12,883 37.2%
Holding current value
$764,100
Previous $1.04 Billion 31.99%
% of portfolio
0.48%
Previous 0.77%

Shares

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

Oct 08, 2024
SELL
$79.92 - $88.19 $383,056 - $422,694
-4,793 Reduced 37.2%
8,090 $710 Million
Q2 2024

Jul 15, 2024
SELL
$78.66 - $83.59 $317,078 - $336,951
-4,031 Reduced 23.83%
12,883 $1.04 Billion
Q1 2024

May 06, 2024
SELL
$75.37 - $84.09 $379,563 - $423,477
-5,036 Reduced 22.94%
16,914 $1.42 Billion
Q4 2023

May 03, 2024
BUY
$64.84 - $78.27 $1.42 Million - $1.72 Million
21,950 New
21,950 $1.71 Billion

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
Track This Portfolio

Track Guardian Asset Advisors, LLC Portfolio

Follow Guardian Asset Advisors, 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 Guardian Asset Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Asset Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email