A detailed history of Moser Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 93,289 shares of IWR stock, worth $8.64 Million. This represents 4.32% of its overall portfolio holdings.

Number of Shares
93,289
Previous 94,948 1.75%
Holding current value
$8.64 Million
Previous $7.7 Million 6.81%
% of portfolio
4.32%
Previous 4.23%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$79.92 - $88.19 $132,587 - $146,307
-1,659 Reduced 1.75%
93,289 $8.22 Million
Q2 2024

Aug 06, 2024

SELL
$78.66 - $83.59 $441,203 - $468,856
-5,609 Reduced 5.58%
94,948 $7.7 Million
Q1 2024

May 01, 2024

SELL
$75.37 - $84.09 $330,120 - $368,314
-4,380 Reduced 4.17%
100,557 $8.46 Million
Q4 2023

Feb 06, 2024

SELL
$64.84 - $78.27 $263,380 - $317,932
-4,062 Reduced 3.73%
104,937 $8.16 Million
Q3 2023

Nov 09, 2023

BUY
$68.54 - $75.91 $14,324 - $15,865
209 Added 0.19%
108,999 $7.55 Million
Q2 2023

Aug 02, 2023

SELL
$67.49 - $73.03 $259,566 - $280,873
-3,846 Reduced 3.41%
108,790 $7.94 Million
Q4 2022

Jan 12, 2023

SELL
$62.09 - $71.89 $81,151 - $93,960
-1,307 Reduced 1.15%
112,636 $7.6 Million
Q3 2022

Nov 03, 2022

SELL
$62.15 - $74.82 $79,862 - $96,143
-1,285 Reduced 1.12%
113,943 $7.08 Million
Q2 2022

Aug 02, 2022

SELL
$62.75 - $78.76 $134,912 - $169,334
-2,150 Reduced 1.83%
115,228 $7.45 Million
Q1 2022

Apr 29, 2022

SELL
$72.29 - $82.89 $151,375 - $173,571
-2,094 Reduced 1.75%
117,378 $9.16 Million
Q4 2021

Jan 19, 2022

BUY
$78.41 - $85.28 $156 - $170
2 Added 0.0%
119,472 $9.92 Million
Q3 2021

Oct 18, 2021

BUY
$76.44 - $82.59 $15,288 - $16,518
200 Added 0.17%
119,470 $9.35 Million
Q2 2021

Jul 29, 2021

BUY
$74.82 - $79.61 $292,246 - $310,956
3,906 Added 3.39%
119,270 $9.45 Million
Q1 2021

May 05, 2021

SELL
$67.45 - $75.68 $70,822 - $79,464
-1,050 Reduced 0.9%
115,364 $8.53 Million
Q4 2020

Jan 29, 2021

SELL
$57.75 - $68.61 $111,746 - $132,760
-1,935 Reduced 1.63%
116,414 $7.98 Million
Q3 2020

Oct 26, 2020

SELL
$53.47 - $60.19 $64,003 - $72,047
-1,197 Reduced 1.0%
118,349 $6.79 Million
Q2 2020

Jul 22, 2020

SELL
$40.64 - $57.63 $61,650 - $87,424
-1,517 Reduced 1.25%
119,546 $6.41 Million
Q1 2020

Apr 30, 2020

SELL
$36.81 - $61.96 $247,731 - $416,990
-6,730 Reduced 5.27%
121,063 $5.23 Million
Q4 2019

Feb 12, 2020

BUY
$54.12 - $59.69 $6.92 Million - $7.63 Million
127,793 New
127,793 $7.62 Million

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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