Axis Wealth Partners, LLC Ishares Russell Mid Cap ETF Transaction History

Axis Wealth Partners, LLC

  • $135 Billion
  • Q1 2025

A detailed history of Axis Wealth Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 27,693 shares of IWR stock, worth $2.46 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
27,693
Previous 24,252 14.19%
Holding current value
$2.46 Million
Previous $2.14 Billion 9.89%
% of portfolio
1.74%
Previous 1.81%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$82.81 - $92.93 $284,949 - $319,772
3,441 Added 14.19%
27,693 $2.36 Billion
Q4 2024

Feb 07, 2025
BUY
$87.25 - $95.52 $2.12 Million - $2.32 Million
24,252 New
24,252 $2.14 Billion

Others Institutions Holding IWR

# of Institutions
1,538
Shares Held
382M
Call Options Held
151K
Put Options Held
164K
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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