Ars Wealth Advisors Group, LLC Ishares Russell Mid Cap ETF Transaction History

Ars Wealth Advisors Group, LLC

  • $714 Million
  • Q4 2024

A detailed history of Ars Wealth Advisors Group, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Ars Wealth Advisors Group, LLC holds 3,498 shares of IWR stock, worth $324,019. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,498
Previous 3,496 0.06%
Holding current value
$324,019
Previous $308,000 0.32%
% of portfolio
0.04%
Previous 0.04%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$87.25 - $95.52 $174 - $191
2 Added 0.06%
3,498 $309,000
Q3 2024

Oct 15, 2024
BUY
$79.92 - $88.19 $159 - $176
2 Added 0.06%
3,496 $308,000
Q2 2024

Jul 19, 2024
SELL
$78.66 - $83.59 $48,611 - $51,658
-618 Reduced 15.03%
3,494 $283,000
Q1 2024

May 13, 2024
BUY
$75.37 - $84.09 $75 - $84
1 Added 0.02%
4,112 $345,000
Q4 2023

Feb 06, 2024
SELL
$64.84 - $78.27 $16,274 - $19,645
-251 Reduced 5.75%
4,111 $319,000
Q3 2023

Oct 26, 2023
SELL
$68.54 - $75.91 $28,238 - $31,274
-412 Reduced 8.63%
4,362 $302,000
Q2 2023

Jul 18, 2023
SELL
$67.49 - $73.03 $113,585 - $122,909
-1,683 Reduced 26.06%
4,774 $348,000
Q1 2023

May 11, 2023
BUY
$66.27 - $75.04 $145,330 - $164,562
2,193 Added 51.43%
6,457 $451,000
Q4 2022

Feb 13, 2023
SELL
$62.09 - $71.89 $98,226 - $113,729
-1,582 Reduced 27.06%
4,264 $287,000
Q3 2022

Nov 14, 2022
BUY
$62.15 - $74.82 $363,328 - $437,397
5,846 New
5,846 $363,000
Q3 2022

Nov 08, 2022
SELL
$62.15 - $74.82 $363,204 - $437,248
-5,844 Closed
0 $363,000
Q2 2022

Aug 15, 2022
BUY
$62.75 - $78.76 $62 - $78
1 Added 0.02%
5,844 $378,000
Q1 2022

May 12, 2022
SELL
$72.29 - $82.89 $2,313 - $2,652
-32 Reduced 0.54%
5,843 $456,000
Q4 2021

Feb 08, 2022
SELL
$78.41 - $85.28 $39,597 - $43,066
-505 Reduced 7.92%
5,875 $488,000
Q3 2021

Oct 26, 2021
BUY
$76.44 - $82.59 $487,687 - $526,924
6,380 New
6,380 $499,000

Others Institutions Holding IWR

# of Institutions
1,439
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 Ars Wealth Advisors Group, LLC Portfolio

Follow Ars Wealth Advisors Group, 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 Ars Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ars Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email