Avantax Planning Partners, Inc. Ishares Russell Mid Cap ETF Transaction History

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 3,300 shares of IWR stock, worth $312,246. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,300
Previous 3,961 16.69%
Holding current value
$312,246
Previous $364,000 12.64%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 31, 2025
SELL
$92.26 - $97.51 $60,983 - $64,454
-661 Reduced 16.69%
3,300 $318,000
Q4 2024

Feb 07, 2025
SELL
$87.25 - $95.52 $19,718 - $21,587
-226 Reduced 5.4%
3,961 $350,000
Q3 2024

Nov 13, 2024
SELL
$79.92 - $88.19 $20,059 - $22,135
-251 Reduced 5.66%
4,187 $369,000
Q2 2024

Aug 09, 2024
SELL
$78.66 - $83.59 $10,776 - $11,451
-137 Reduced 2.99%
4,438 $359,000
Q1 2024

May 02, 2024
BUY
$75.37 - $84.09 $116,974 - $130,507
1,552 Added 51.34%
4,575 $384,000
Q4 2023

Feb 09, 2024
SELL
$64.84 - $78.27 $53,039 - $64,024
-818 Reduced 21.3%
3,023 $234,000
Q2 2023

Jul 17, 2023
SELL
$67.49 - $73.03 $16,939 - $18,330
-251 Reduced 6.13%
3,841 $280,000
Q1 2023

Apr 20, 2023
SELL
$66.27 - $75.04 $15,308 - $17,334
-231 Reduced 5.34%
4,092 $286,000
Q4 2022

Feb 09, 2023
SELL
$62.09 - $71.89 $1,676 - $1,941
-27 Reduced 0.62%
4,323 $291,000
Q3 2022

Oct 14, 2022
BUY
$62.15 - $74.82 $33,001 - $39,729
531 Added 13.9%
4,350 $270,000
Q2 2022

Jul 18, 2022
SELL
$62.75 - $78.76 $34,763 - $43,633
-554 Reduced 12.67%
3,819 $247,000
Q1 2022

May 09, 2022
BUY
$72.29 - $82.89 $316,124 - $362,477
4,373 New
4,373 $341,000
Q4 2018

Feb 14, 2019
SELL
$43.7 - $54.95 $611 - $769
-14 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
$52.87 - $56.02 $740 - $784
14 New
14 $3,000
Q2 2018

Aug 13, 2018
SELL
$50.43 - $54.42 $9,026 - $9,741
-179 Closed
0 $0
Q1 2018

May 15, 2018
BUY
$49.67 - $55.0 $8,890 - $9,845
179 New
179 $37,000

Others Institutions Holding IWR

# of Institutions
1,647
Shares Held
392M
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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