Vertex Planning Partners, LLC Ishares Russell Mid Cap ETF Transaction History

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 9,663 shares of IWR stock, worth $914,313. This represents 0.18% of its overall portfolio holdings.

Number of Shares
9,663
Previous 9,511 1.6%
Holding current value
$914,313
Previous $875 Million 6.65%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Nov 18, 2025
BUY
$92.26 - $97.51 $14,023 - $14,821
152 Added 1.6%
9,663 $933 Million
Q2 2025

Aug 13, 2025
BUY
$74.88 - $91.97 $7,413 - $9,105
99 Added 1.05%
9,511 $875 Million
Q1 2025

May 14, 2025
BUY
$82.81 - $92.93 $203,464 - $228,329
2,457 Added 35.33%
9,412 $801 Million
Q4 2024

Feb 12, 2025
SELL
$87.25 - $95.52 $8,550 - $9,360
-98 Reduced 1.39%
6,955 $615 Million
Q3 2024

Nov 07, 2024
SELL
$79.92 - $88.19 $3,676 - $4,056
-46 Reduced 0.65%
7,053 $622 Million
Q2 2024

Aug 13, 2024
BUY
$78.66 - $83.59 $78 - $83
1 Added 0.01%
7,099 $576 Million
Q1 2024

May 13, 2024
BUY
$75.37 - $84.09 $75 - $84
1 Added 0.01%
7,098 $597 Million
Q4 2023

Feb 14, 2024
BUY
$64.84 - $78.27 $194 - $234
3 Added 0.04%
7,097 $552 Million
Q2 2023

Aug 14, 2023
BUY
$67.49 - $73.03 $67 - $73
1 Added 0.01%
7,094 $518 Million
Q1 2023

May 16, 2023
BUY
$66.27 - $75.04 $132 - $150
2 Added 0.03%
7,093 $496 Million
Q4 2022

Feb 06, 2023
BUY
$62.09 - $71.89 $440,280 - $509,771
7,091 New
7,091 $478 Million

Others Institutions Holding IWR

# of Institutions
1,635
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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