Alpha Financial Partners, LLC Ishares Russell Mid Cap ETF Transaction History

Alpha Financial Partners, LLC

  • $154 Billion
  • Q3 2025

A detailed history of Alpha Financial Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Alpha Financial Partners, LLC holds 5,800 shares of IWR stock, worth $548,796. This represents 0.36% of its overall portfolio holdings.

Number of Shares
5,800
Previous 5,700 1.75%
Holding current value
$548,796
Previous $524 Million 6.83%
% of portfolio
0.36%
Previous 0.38%

Shares

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

Nov 07, 2025
BUY
$92.26 - $97.51 $9,226 - $9,751
100 Added 1.75%
5,800 $560 Million
Q2 2025

Jul 25, 2025
SELL
$74.88 - $91.97 $12,579 - $15,450
-168 Reduced 2.86%
5,700 $524 Million
Q1 2025

Apr 30, 2025
SELL
$82.81 - $92.93 $2,235 - $2,509
-27 Reduced 0.46%
5,868 $499 Million
Q4 2024

Feb 10, 2025
BUY
$87.25 - $95.52 $514,338 - $563,090
5,895 New
5,895 $521 Million
Q2 2024

Aug 09, 2024
BUY
$78.66 - $83.59 $466,532 - $495,772
5,931 New
5,931 $481 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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