Principle Wealth Partners LLC Ishares Russell Mid Cap ETF Transaction History

Principle Wealth Partners LLC

  • $1.56 Billion
  • Q3 2025

A detailed history of Principle Wealth Partners LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Principle Wealth Partners LLC holds 2,540 shares of IWR stock, worth $240,334. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,540
Previous 2,860 11.19%
Holding current value
$240,334
Previous $263,000 6.84%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 03, 2025
SELL
$92.26 - $97.51 $29,523 - $31,203
-320 Reduced 11.19%
2,540 $245,000
Q2 2025

Jul 30, 2025
BUY
$74.88 - $91.97 $214,156 - $263,034
2,860 New
2,860 $263,000
Q3 2020

Nov 16, 2020
SELL
$53.47 - $60.19 $31,814 - $35,813
-595 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
$40.64 - $57.63 $24,180 - $34,289
595 New
595 $32,000

Others Institutions Holding IWR

# of Institutions
1,644
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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