Bank Plus Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History

Bank Plus Wealth Management LLC

  • $170 Billion
  • Q3 2025

A detailed history of Bank Plus Wealth Management LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 20,708 shares of IWR stock, worth $1.96 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
20,708
Previous 20,299 2.01%
Holding current value
$1.96 Million
Previous $1.87 Billion 7.08%
% of portfolio
1.18%
Previous 1.24%

Shares

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

Oct 30, 2025
BUY
$92.26 - $97.51 $37,734 - $39,881
409 Added 2.01%
20,708 $2 Billion
Q2 2025

Jul 16, 2025
SELL
$74.88 - $91.97 $4,942 - $6,070
-66 Reduced 0.32%
20,299 $1.87 Billion
Q1 2025

Apr 25, 2025
SELL
$82.81 - $92.93 $217,955 - $244,591
-2,632 Reduced 11.44%
20,365 $1.73 Billion
Q4 2024

Jan 22, 2025
BUY
$87.25 - $95.52 $2.01 Million - $2.2 Million
22,997 New
22,997 $2.03 Billion

Others Institutions Holding IWR

# of Institutions
1,634
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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