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

Guardian Wealth Advisors, LLC

$1.18 Billion
Q4 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 8,705 shares of IWR stock, worth $803,471. This represents 0.07% of its overall portfolio holdings.

Number of Shares

8,705

Previous 8,705 -0.0%

Holding current value

$803,471

Previous $767,000 0.26%

% of portfolio

0.07%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$78.66 - $83.59 $20,923 - $22,234	-266 Reduced 2.97%	8,705 $705,000
Q1 2024 May 15, 2024	BUY	$75.37 - $84.09 $16,581 - $18,499	220 Added 2.51%	8,971 $754,000
Q4 2023 Feb 14, 2024	BUY	$64.84 - $78.27 $3,112 - $3,756	48 Added 0.55%	8,751 $680,000
Q4 2022 Feb 14, 2023	BUY	$62.09 - $71.89 $8,754 - $10,136	141 Added 1.65%	8,703 $587,000
Q3 2022 Nov 14, 2022	SELL	$62.15 - $74.82 $13,175 - $15,861	-212 Reduced 2.42%	8,562 $532,000
Q2 2022 Aug 15, 2022	BUY	$62.75 - $78.76 $547,682 - $687,417	8,728 Added 18973.91%	8,774 $567,000
Q1 2022 May 16, 2022	BUY	$72.29 - $82.89 $3,325 - $3,812	46 New	46 $4,000

Others Institutions Holding IWR

# of Institutions

1,520

Shares Held

366M

Call Options Held

103K

Put Options Held

21.2K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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