Plan Group Financial, LLC Ishares Russell Mid Cap ETF Transaction History

Plan Group Financial, LLC

$187 Million
Q4 2024

A detailed history of Plan Group Financial, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Plan Group Financial, LLC holds 92,583 shares of IWR stock, worth $8.29 Million. This represents 4.38% of its overall portfolio holdings.

Number of Shares

92,583

Previous 92,879 0.32%

Holding current value

$8.29 Million

Previous $8.19 Million 0.02%

% of portfolio

4.38%

Previous 4.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$87.25 - $95.52 $25,826 - $28,273	-296 Reduced 0.32%	92,583 $8.18 Million
Q3 2024 Oct 22, 2024	BUY	$79.92 - $88.19 $445,474 - $491,571	5,574 Added 6.38%	92,879 $8.19 Million
Q2 2024 Aug 05, 2024	BUY	$78.66 - $83.59 $406,278 - $431,742	5,165 Added 6.29%	87,305 $7.08 Million
Q1 2024 Apr 26, 2024	BUY	$75.37 - $84.09 $851,907 - $950,469	11,303 Added 15.96%	82,140 $6.91 Million
Q4 2023 Jan 29, 2024	BUY	$64.84 - $78.27 $1.26 Million - $1.53 Million	19,500 Added 37.98%	70,837 $5.51 Million
Q3 2023 Nov 13, 2023	BUY	$68.54 - $75.91 $1.66 Million - $1.84 Million	24,239 Added 89.45%	51,337 $3.56 Million
Q2 2023 Aug 10, 2023	BUY	$67.49 - $73.03 $1.83 Million - $1.98 Million	27,098 New	27,098 $1.98 Million

Others Institutions Holding IWR

# of Institutions

1,536

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Plan Group Financial, LLC Ishares Russell Mid Cap ETF Transaction History