Private Wealth Asset Management, LLC Ishares Russell Mid Cap ETF Transaction History

Private Wealth Asset Management, LLC

  • $800 Million
  • Q3 2025

A detailed history of Private Wealth Asset Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 140,225 shares of IWR stock, worth $13.3 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
140,225
Previous 145,750 3.79%
Holding current value
$13.3 Million
Previous $13.4 Billion 99.9%
% of portfolio
1.69%
Previous 1.78%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$92.26 - $97.51 $509,736 - $538,742
-5,525 Reduced 3.79%
140,225 $13.5 Million
Q2 2025

Jul 28, 2025
BUY
$74.88 - $91.97 $251,671 - $309,111
3,361 Added 2.36%
145,750 $13.4 Billion
Q1 2025

May 15, 2025
BUY
$82.81 - $92.93 $11.8 Million - $13.2 Million
142,389 New
142,389 $12.1 Billion

Others Institutions Holding IWR

# of Institutions
1,633
Shares Held
391M
Call Options Held
208K
Put Options Held
28.7K
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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