Great Oak Capital Partners, LLC Ishares Russell Mid Cap ETF Transaction History

Great Oak Capital Partners, LLC

  • $399 Billion
  • Q4 2025

A detailed history of Great Oak Capital Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 3,090 shares of IWR stock, worth $292,375. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,090
Previous 3,078 0.39%
Holding current value
$292,375
Previous $297 Million 1.24%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 06, 2026
BUY
$94.02 - $97.61 $1,128 - $1,171
12 Added 0.39%
3,090 $301 Million
Q3 2025

Oct 17, 2025
BUY
$92.26 - $97.51 $1,014 - $1,072
11 Added 0.36%
3,078 $297 Million
Q2 2025

Jul 15, 2025
BUY
$74.88 - $91.97 $1,347 - $1,655
18 Added 0.59%
3,067 $286 Million
Q4 2023

Feb 26, 2024
BUY
$64.84 - $78.27 $197,697 - $238,645
3,049 New
3,049 $237 Million

Others Institutions Holding IWR

# of Institutions
1,635
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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