Invenio Wealth Partners LLC Ishares Russell Mid Cap ETF Transaction History

Invenio Wealth Partners LLC

  • $275 Billion
  • Q3 2025

A detailed history of Invenio Wealth Partners LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 7,529 shares of IWR stock, worth $712,393. This represents 0.26% of its overall portfolio holdings.

Number of Shares
7,529
Previous 7,529 -0.0%
Holding current value
$712,393
Previous $692 Million 4.98%
% of portfolio
0.26%
Previous 0.28%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$74.88 - $91.97 $201,502 - $247,491
2,691 Added 55.62%
7,529 $692 Million
Q2 2024

Aug 12, 2024
SELL
$78.66 - $83.59 $24,935 - $26,498
-317 Reduced 6.15%
4,838 $392 Million
Q1 2024

May 09, 2024
SELL
$75.37 - $84.09 $18,842 - $21,022
-250 Reduced 4.63%
5,155 $433 Million
Q4 2023

Feb 09, 2024
SELL
$64.84 - $78.27 $5,705 - $6,887
-88 Reduced 1.6%
5,405 $420 Million
Q3 2023

Nov 13, 2023
BUY
$68.54 - $75.91 $174,160 - $192,887
2,541 Added 86.08%
5,493 $380 Million
Q2 2023

Aug 11, 2023
BUY
$67.49 - $73.03 $199,230 - $215,584
2,952 New
2,952 $216 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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