Arkadios Wealth Advisors Ishares Russell Mid Cap ETF Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Arkadios Wealth Advisors holds 3,835 shares of IWR stock, worth $352,743. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,835

Previous 3,263 17.53%

Holding current value

$352,743

Previous $287,000 18.12%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$87.25 - $95.52 $49,907 - $54,637	572 Added 17.53%	3,835 $339,000
Q3 2024 Oct 24, 2024	SELL	$79.92 - $88.19 $20,619 - $22,753	-258 Reduced 7.33%	3,263 $287,000
Q2 2024 Jul 29, 2024	BUY	$78.66 - $83.59 $276,961 - $294,320	3,521 New	3,521 $285,000
Q4 2021 Feb 03, 2022	SELL	$78.41 - $85.28 $35,990 - $39,143	-459 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$76.44 - $82.59 $255,003 - $275,520	-3,336 Reduced 87.91%	459 $35,000
Q2 2021 Jul 28, 2021	BUY	$74.82 - $79.61 $274,290 - $291,850	3,666 Added 2841.86%	3,795 $300,000
Q1 2021 Apr 26, 2021	SELL	$67.45 - $75.68 $27,924 - $31,331	-414 Reduced 76.24%	129 $9,000
Q4 2020 Feb 09, 2021	SELL	$57.75 - $68.61 $60,175 - $71,491	-1,042 Reduced 65.74%	543 $37,000
Q3 2020 Nov 10, 2020	SELL	$53.47 - $60.19 $44,861 - $50,499	-839 Reduced 34.61%	1,585 $96.6 Million
Q2 2020 Aug 10, 2020	SELL	$40.64 - $57.63 $103,510 - $146,783	-2,547 Reduced 51.24%	2,424 $132 Million
Q1 2020 May 14, 2020	SELL	$36.81 - $61.96 $4,233 - $7,125	-115 Reduced 2.26%	4,971 $215 Million
Q4 2019 Feb 14, 2020	BUY	$54.12 - $59.69 $275,254 - $303,583	5,086 New	5,086 $303,000

Others Institutions Holding IWR

# of Institutions

1,459

Shares Held

342M

Call Options Held

126K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Arkadios Wealth Advisors Ishares Russell Mid Cap ETF Transaction History