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

Plan Group Financial, LLC

  • $355 Million
  • Q3 2025

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 98,111 shares of IWR stock, worth $9.28 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares
98,111
Previous 107,824 9.01%
Holding current value
$9.28 Million
Previous $9.92 Million 4.48%
% of portfolio
2.67%
Previous 3.37%

Shares

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

Oct 27, 2025
SELL
$92.26 - $97.51 $896,121 - $947,114
-9,713 Reduced 9.01%
98,111 $9.47 Million
Q2 2025

Aug 13, 2025
SELL
$74.88 - $91.97 $1.41 Million - $1.73 Million
-18,842 Reduced 14.88%
107,824 $9.92 Million
Q1 2025

May 09, 2025
BUY
$82.81 - $92.93 $2.82 Million - $3.17 Million
34,083 Added 36.81%
126,666 $10.8 Million
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
1,633
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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