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

Guardian Wealth Advisors, LLC

$162 Million
Q3 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 36,515 shares of IWR stock, worth $3.34 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares

36,515

Previous 42,917 14.92%

Holding current value

$3.34 Million

Previous $3.48 Million 7.5%

% of portfolio

1.99%

Previous 2.26%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$79.92 - $88.19 $511,647 - $564,592	-6,402 Reduced 14.92%	36,515 $3.22 Million
Q2 2024 Aug 08, 2024	SELL	$78.66 - $83.59 $357,352 - $379,749	-4,543 Reduced 9.57%	42,917 $3.48 Million
Q1 2024 Apr 26, 2024	SELL	$75.37 - $84.09 $124,661 - $139,084	-1,654 Reduced 3.37%	47,460 $3.99 Million
Q4 2023 Feb 08, 2024	BUY	$64.84 - $78.27 $50,964 - $61,520	786 Added 1.63%	49,114 $3.82 Million
Q3 2023 Oct 30, 2023	SELL	$68.54 - $75.91 $204,866 - $226,894	-2,989 Reduced 5.82%	48,328 $3.35 Million
Q2 2023 Aug 08, 2023	SELL	$67.49 - $73.03 $51,562 - $55,794	-764 Reduced 1.47%	51,317 $3.75 Million
Q1 2023 May 18, 2023	SELL	$66.27 - $75.04 $184,827 - $209,286	-2,789 Reduced 5.08%	52,081 $3.64 Million
Q4 2022 Feb 02, 2023	BUY	$62.09 - $71.89 $2.6 Million - $3.02 Million	41,954 Added 428.19%	51,752 $3.49 Million
Q3 2022 May 18, 2023	BUY	$62.15 - $74.82 $3.41 Million - $4.11 Million	54,870 New	54,870 $3.41 Million
Q3 2022 Nov 09, 2022	SELL	$62.15 - $74.82 $2.78 Million - $3.35 Million	-44,722 Reduced 82.03%	9,798 $609,000
Q2 2022 Aug 12, 2022	BUY	$62.75 - $78.76 $82,579 - $103,648	1,316 Added 2.47%	54,520 $3.53 Million
Q1 2022 May 11, 2022	BUY	$72.29 - $82.89 $1,228 - $1,409	17 Added 0.03%	53,204 $4.15 Million
Q4 2021 Feb 03, 2022	BUY	$78.41 - $85.28 $62,571 - $68,053	798 Added 1.52%	53,187 $4.42 Million
Q3 2021 Nov 10, 2021	SELL	$76.44 - $82.59 $182,232 - $196,894	-2,384 Reduced 4.35%	52,389 $4.1 Million
Q2 2021 Jul 28, 2021	BUY	$74.82 - $79.61 $4.1 Million - $4.36 Million	54,773 New	54,773 $4.34 Million
Q1 2021 May 10, 2021	SELL	$67.45 - $75.68 $3.53 Million - $3.96 Million	-52,342 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$67.45 - $75.68 $6,542 - $7,340	97 Added 0.19%	52,342 $3.87 Million
Q4 2020 May 10, 2021	BUY	$57.75 - $68.61 $3.02 Million - $3.58 Million	52,245 New	52,245 $3.58 Million

Others Institutions Holding IWR

# of Institutions

1,410

Shares Held

341M

Call Options Held

130K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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