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

Guardian Wealth Advisors, LLC

$156 Million
Q1 2025

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 27,385 shares of IWR stock, worth $2.42 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

27,385

Previous 31,680 13.56%

Holding current value

$2.42 Million

Previous $2.8 Million 16.82%

% of portfolio

1.49%

Previous 1.79%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$82.81 - $92.93 $355,668 - $399,134	-4,295 Reduced 13.56%	27,385 $2.33 Million
Q4 2024 Jan 27, 2025	SELL	$87.25 - $95.52 $421,853 - $461,839	-4,835 Reduced 13.24%	31,680 $2.8 Million
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

1,536

Shares Held

382M

Call Options Held

151K

Put Options Held

163K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.

Account

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