Ofc Financial Planning, LLC Ishares Russell Mid Cap ETF Transaction History

Ofc Financial Planning, LLC

  • $101 Billion
  • Q3 2025

A detailed history of Ofc Financial Planning, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Ofc Financial Planning, LLC holds 10,849 shares of IWR stock, worth $1.03 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
10,849
Previous 11,691 7.2%
Holding current value
$1.03 Million
Previous $1.08 Billion 2.58%
% of portfolio
1.04%
Previous 1.14%

Shares

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

Nov 13, 2025
SELL
$92.26 - $97.51 $77,682 - $82,103
-842 Reduced 7.2%
10,849 $1.05 Billion
Q1 2025

May 14, 2025
SELL
$82.81 - $92.93 $5,382 - $6,040
-65 Reduced 0.55%
11,691 $995 Million
Q4 2024

Jan 23, 2025
BUY
$87.25 - $95.52 $1.03 Million - $1.12 Million
11,756 New
11,756 $1.04 Billion

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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