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 5,815 shares of IWR stock, worth $470,026. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,815
Holding current value
$470,026
% of portfolio
0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$65.92 - $71.89 $25,049 - $27,318
380 New
380 $25.6 Million

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Moss Adams Wealth Advisors LLC Portfolio

Follow Moss Adams Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Moss Adams Wealth Advisors LLC with notifications on news.