Comprehensive Financial Planning, Inc./Pa Ishares Russell Mid Cap ETF Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $146 Billion
  • Q3 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 994 shares of IWR stock, worth $94,052. This represents 0.07% of its overall portfolio holdings.

Number of Shares
994
Previous 993 0.1%
Holding current value
$94,052
Previous $91.3 Million 5.14%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 12, 2025
BUY
$92.26 - $97.51 $92 - $97
1 Added 0.1%
994 $96 Million
Q2 2025

Aug 08, 2025
BUY
$74.88 - $91.97 $149 - $183
2 Added 0.2%
993 $91.3 Million
Q1 2025

May 09, 2025
BUY
$82.81 - $92.93 $82 - $92
1 Added 0.1%
991 $84.3 Million
Q4 2024

Jan 28, 2025
BUY
$87.25 - $95.52 $86,377 - $94,564
990 New
990 $87.5 Million

Others Institutions Holding IWR

# of Institutions
1,652
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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