Moss Adams Wealth Advisors LLC Ishares Russell Mid Cap ETF Transaction History

Moss Adams Wealth Advisors LLC

$1.1 Trillion
Q2 2025

A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 6,786 shares of IWR stock, worth $642,973. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,786

Previous 6,838 0.76%

Holding current value

$642,973

Previous $582 Million 7.29%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$74.88 - $91.97 $3,893 - $4,782	-52 Reduced 0.76%	6,786 $624 Million
Q1 2025 Apr 14, 2025	SELL	$82.81 - $92.93 $16,562 - $18,586	-200 Reduced 2.84%	6,838 $582 Million
Q3 2024 Oct 17, 2024	BUY	$79.92 - $88.19 $97,742 - $107,856	1,223 Added 21.03%	7,038 $620 Million
Q1 2024 May 07, 2024	BUY	$75.37 - $84.09 $438,276 - $488,983	5,815 New	5,815 $489 Million
Q2 2023 Dec 20, 2023	SELL	$67.49 - $73.03 $54,801 - $59,300	-812 Reduced 77.19%	240 $17.5 Million
Q1 2023 Dec 20, 2023	BUY	$66.27 - $75.04 $44,533 - $50,426	672 Added 176.84%	1,052 $73.6 Million
Q4 2022 Dec 20, 2023	BUY	$62.09 - $71.89 $23,594 - $27,318	380 New	380 $25.6 Million

Others Institutions Holding IWR

# of Institutions

1,565

Shares Held

371M

Call Options Held

151K

Put Options Held

30.8K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Moss Adams Wealth Advisors LLC Ishares Russell Mid Cap ETF Transaction History