River Wealth Advisors LLC Ishares Russell Mid Cap ETF Transaction History

River Wealth Advisors LLC

$697 Million
Q1 2025

A detailed history of River Wealth Advisors LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, River Wealth Advisors LLC holds 391,021 shares of IWR stock, worth $34.6 Million. This represents 4.77% of its overall portfolio holdings.

Number of Shares

391,021

Previous 383,503 1.96%

Holding current value

$34.6 Million

Previous $33.9 Million 1.88%

% of portfolio

4.77%

Previous 4.62%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$82.81 - $92.93 $622,565 - $698,647	7,518 Added 1.96%	391,021 $33.3 Million
Q4 2024 Feb 13, 2025	BUY	$87.25 - $95.52 $1.62 Million - $1.77 Million	18,554 Added 5.08%	383,503 $33.9 Million
Q3 2024 Nov 12, 2024	BUY	$79.92 - $88.19 $752,766 - $830,661	9,419 Added 2.65%	364,949 $32.2 Million
Q2 2024 Aug 13, 2024	BUY	$78.66 - $83.59 $1.01 Million - $1.07 Million	12,817 Added 3.74%	355,530 $28.8 Million
Q1 2024 May 14, 2024	BUY	$75.37 - $84.09 $1.31 Million - $1.46 Million	17,364 Added 5.34%	342,713 $28.8 Million
Q4 2023 Feb 13, 2024	BUY	$64.84 - $78.27 $1.11 Million - $1.34 Million	17,073 Added 5.54%	325,349 $25.3 Million
Q3 2023 Nov 13, 2023	BUY	$68.54 - $75.91 $640,849 - $709,758	9,350 Added 3.13%	308,276 $21.3 Million
Q2 2023 Aug 09, 2023	BUY	$67.49 - $73.03 $560,436 - $606,441	8,304 Added 2.86%	298,926 $21.8 Million
Q1 2023 May 11, 2023	BUY	$66.27 - $75.04 $1.05 Million - $1.19 Million	15,897 Added 5.79%	290,622 $20.3 Million
Q4 2022 Feb 10, 2023	BUY	$62.09 - $71.89 $1.53 Million - $1.78 Million	24,718 Added 9.89%	274,725 $18.5 Million
Q3 2022 Nov 14, 2022	BUY	$62.15 - $74.82 $1.14 Million - $1.37 Million	18,291 Added 7.89%	250,007 $15.5 Million
Q2 2022 Aug 10, 2022	BUY	$62.75 - $78.76 $192,015 - $241,005	3,060 Added 1.34%	231,716 $15 Million
Q1 2022 May 09, 2022	BUY	$72.29 - $82.89 $1.3 Million - $1.49 Million	18,019 Added 8.55%	228,656 $17.8 Million
Q4 2021 Feb 11, 2022	BUY	$78.41 - $85.28 $676,286 - $735,540	8,625 Added 4.27%	210,637 $17.5 Million
Q3 2021 Nov 12, 2021	BUY	$76.44 - $82.59 $913,381 - $986,867	11,949 Added 6.29%	202,012 $15.8 Million
Q2 2021 Aug 06, 2021	BUY	$74.82 - $79.61 $196,926 - $209,533	2,632 Added 1.4%	190,063 $15.1 Million
Q1 2021 May 11, 2021	BUY	$67.45 - $75.68 $1.06 Million - $1.18 Million	15,652 Added 9.11%	187,431 $13.9 Million
Q4 2020 Feb 16, 2021	BUY	$57.75 - $68.61 $1.16 Million - $1.38 Million	20,119 Added 13.27%	171,779 $11.8 Million
Q3 2020 Nov 10, 2020	BUY	$53.47 - $60.19 $824,881 - $928,551	15,427 Added 11.32%	151,660 $8.7 Million
Q2 2020 Aug 11, 2020	BUY	$40.64 - $57.63 $825,276 - $1.17 Million	20,307 Added 17.52%	136,233 $7.3 Million
Q1 2020 May 05, 2020	BUY	$36.81 - $61.96 $4.27 Million - $7.18 Million	115,926 New	115,926 $5.01 Million
Q1 2019 May 07, 2019	SELL	$45.53 - $54.18 $137,045 - $163,081	-3,010 Closed	0 $0
Q4 2018 Jan 25, 2019	BUY	$43.7 - $54.95 $110,167 - $138,528	2,521 Added 515.54%	3,010 $140,000
Q2 2018 Aug 13, 2018	BUY	$50.43 - $54.42 $24,660 - $26,611	489 New	489 $104,000

Others Institutions Holding IWR

# of Institutions

1,538

Shares Held

382M

Call Options Held

151K

Put Options Held

164K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

Portfolio Update

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

News

Stay updated on River Wealth Advisors LLC with notifications on news.

Account

River Wealth Advisors LLC Ishares Russell Mid Cap ETF Transaction History