Plan A Wealth LLC Ishares Russell Mid Cap ETF Transaction History

Plan A Wealth LLC

  • $197 Billion
  • Q3 2025

A detailed history of Plan A Wealth LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Plan A Wealth LLC holds 2,915 shares of IWR stock, worth $275,817. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,915
Previous 3,115 6.42%
Holding current value
$275,817
Previous $286 Million 1.76%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Nov 06, 2025
SELL
$92.26 - $97.51 $18,452 - $19,502
-200 Reduced 6.42%
2,915 $281 Million
Q2 2025

Nov 06, 2025
SELL
$74.88 - $91.97 $198,731 - $244,088
-2,654 Reduced 46.0%
3,115 $286 Million
Q1 2025

Nov 06, 2025
SELL
$82.81 - $92.93 $33,952 - $38,101
-410 Reduced 6.64%
5,769 $491 Million
Q4 2024

Nov 06, 2025
BUY
$87.25 - $95.52 $539,117 - $590,218
6,179 New
6,179 $546 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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