Burling Wealth Partners, LLC Ishares Russell Mid Cap ETF Transaction History

Burling Wealth Partners, LLC

  • $604 Billion
  • Q3 2025

A detailed history of Burling Wealth Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Burling Wealth Partners, LLC holds 9,934 shares of IWR stock, worth $939,955. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,934
Previous 4,734 109.84%
Holding current value
$939,955
Previous $435 Million 120.29%
% of portfolio
0.16%
Previous 0.08%

Shares

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

Nov 07, 2025
BUY
$92.26 - $97.51 $479,752 - $507,052
5,200 Added 109.84%
9,934 $959 Million
Q2 2025

Aug 08, 2025
SELL
$74.88 - $91.97 $16,848 - $20,693
-225 Reduced 4.54%
4,734 $435 Million
Q1 2025

May 02, 2025
BUY
$82.81 - $92.93 $114,194 - $128,150
1,379 Added 38.52%
4,959 $422 Million
Q4 2024

Feb 14, 2025
BUY
$87.25 - $95.52 $312,355 - $341,961
3,580 New
3,580 $316 Million

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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