Advisory Resource Group Ishares Russell Mid Cap ETF Transaction History

Advisory Resource Group

$399 Million
Q4 2024

A detailed history of Advisory Resource Group transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Advisory Resource Group holds 6,167 shares of IWR stock, worth $569,214. This represents 0.14% of its overall portfolio holdings.

Number of Shares

6,167

Previous 6,178 0.18%

Holding current value

$569,214

Previous $544,000 0.18%

% of portfolio

0.14%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$87.25 - $95.52 $959 - $1,050	-11 Reduced 0.18%	6,167 $545,000
Q2 2024 Jul 24, 2024	BUY	$78.66 - $83.59 $18,013 - $19,142	229 Added 3.85%	6,178 $500,000
Q1 2024 May 17, 2024	BUY	$75.37 - $84.09 $10,401 - $11,604	138 Added 2.37%	5,949 $500,000
Q4 2023 Jan 11, 2024	BUY	$64.84 - $78.27 $41,367 - $49,936	638 Added 12.33%	5,811 $451,000
Q3 2023 Dec 05, 2023	BUY	$68.54 - $75.91 $141,877 - $157,133	2,070 Added 66.71%	5,173 $358,000
Q2 2023 Jul 11, 2023	BUY	$67.49 - $73.03 $209,421 - $226,612	3,103 New	3,103 $226,000
Q4 2022 Jan 27, 2023	BUY	$62.09 - $71.89 $37,936 - $43,924	611 Added 3.97%	15,993 $0
Q3 2022 Oct 11, 2022	BUY	$62.15 - $74.82 $955,991 - $1.15 Million	15,382 New	15,382 $956,000

Others Institutions Holding IWR

# of Institutions

1,527

Shares Held

366M

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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Advisory Resource Group Ishares Russell Mid Cap ETF Transaction History