Paces Ferry Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Paces Ferry Wealth Advisors, LLC

  • $202 Million
  • Q2 2025

A detailed history of Paces Ferry Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Paces Ferry Wealth Advisors, LLC holds 8,884 shares of IWR stock, worth $844,690. This represents 0.4% of its overall portfolio holdings.

Number of Shares
8,884
Previous 8,873 0.12%
Holding current value
$844,690
Previous $754,000 8.36%
% of portfolio
0.4%
Previous 0.4%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$74.88 - $91.97 $823 - $1,011
11 Added 0.12%
8,884 $817,000
Q1 2025

May 14, 2025
SELL
$82.81 - $92.93 $6,127 - $6,876
-74 Reduced 0.83%
8,873 $754,000
Q4 2024

Feb 11, 2025
SELL
$87.25 - $95.52 $104,612 - $114,528
-1,199 Reduced 11.82%
8,947 $790,000
Q3 2024

Nov 08, 2024
SELL
$79.92 - $88.19 $639 - $705
-8 Reduced 0.08%
10,146 $894,000
Q2 2024

Aug 12, 2024
SELL
$78.66 - $83.59 $1,258 - $1,337
-16 Reduced 0.16%
10,154 $823,000
Q1 2024

May 01, 2024
SELL
$75.37 - $84.09 $173,878 - $193,995
-2,307 Reduced 18.49%
10,170 $855,000
Q4 2023

Feb 05, 2024
SELL
$64.84 - $78.27 $10,115 - $12,210
-156 Reduced 1.23%
12,477 $969,000
Q3 2023

Nov 13, 2023
SELL
$68.54 - $75.91 $98,423 - $109,006
-1,436 Reduced 10.21%
12,633 $874,000
Q2 2023

Jul 28, 2023
BUY
$67.49 - $73.03 $17,682 - $19,133
262 Added 1.9%
14,069 $1.03 Million
Q1 2023

Apr 24, 2023
SELL
$66.27 - $75.04 $39,165 - $44,348
-591 Reduced 4.1%
13,807 $965,000
Q4 2022

Jan 23, 2023
BUY
$62.09 - $71.89 $1,862 - $2,156
30 Added 0.21%
14,398 $0
Q2 2022

Jul 28, 2022
BUY
$62.75 - $78.76 $1,882 - $2,362
30 Added 0.21%
14,368 $929,000
Q1 2022

Apr 20, 2022
SELL
$72.29 - $82.89 $22,048 - $25,281
-305 Reduced 2.08%
14,338 $1.12 Million
Q4 2021

Jan 19, 2022
SELL
$78.41 - $85.28 $100,051 - $108,817
-1,276 Reduced 8.02%
14,643 $1.22 Million
Q3 2021

Oct 29, 2021
SELL
$76.44 - $82.59 $42,577 - $46,002
-557 Reduced 3.38%
15,919 $1.25 Million
Q2 2021

Jul 21, 2021
SELL
$74.82 - $79.61 $57,312 - $60,981
-766 Reduced 4.44%
16,476 $1.31 Million
Q1 2021

May 19, 2021
SELL
$67.45 - $75.68 $83,165 - $93,313
-1,233 Reduced 6.67%
17,242 $1.28 Million
Q4 2020

Mar 05, 2021
SELL
$57.75 - $68.61 $29,683 - $35,265
-514 Reduced 2.71%
18,475 $1.27 Million
Q3 2020

Nov 19, 2020
BUY
$53.47 - $60.19 $1.02 Million - $1.14 Million
18,989 New
18,989 $1.09 Million

Others Institutions Holding IWR

# of Institutions
1,604
Shares Held
377M
Call Options Held
198K
Put Options Held
37.3K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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