Tpg Financial Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Tpg Financial Advisors, LLC

$257 Million
Q3 2025

A detailed history of Tpg Financial Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 11,361 shares of IWR stock, worth $1.07 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

11,361

Previous 11,361 -0.0%

Holding current value

$1.07 Million

Previous $1.04 Million 4.98%

% of portfolio

0.43%

Previous 0.44%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$74.88 - $91.97 $340,778 - $418,555	4,551 Added 66.83%	11,361 $1.04 Million
Q1 2025 Apr 16, 2025	BUY	$82.81 - $92.93 $3,892 - $4,367	47 Added 0.69%	6,810 $579,000
Q4 2023 Jan 09, 2024	BUY	$64.84 - $78.27 $14,070 - $16,984	217 Added 3.32%	6,763 $525,000
Q3 2023 Oct 17, 2023	BUY	$68.54 - $75.91 $128,443 - $142,255	1,874 Added 40.11%	6,546 $453,000
Q4 2022 Jan 30, 2023	BUY	$62.09 - $71.89 $41,351 - $47,878	666 Added 16.63%	4,672 $315,000

Q3 2020 Oct 14, 2020	SELL	$53.47 - $60.19 $37,963 - $42,734	-710 Reduced 15.06%	4,006 $230,000
Q1 2020 Apr 06, 2020	SELL	$36.81 - $61.96 $13,398 - $22,553	-364 Reduced 7.17%	4,716 $204,000
Q4 2019 Jan 14, 2020	BUY	$54.12 - $59.69 $19,699 - $21,727	364 Added 7.72%	5,080 $303,000
Q2 2019 Jul 08, 2019	BUY	$52.53 - $56.11 $50,218 - $53,641	956 Added 25.43%	4,716 $268,000
Q1 2019 Apr 03, 2019	BUY	$45.53 - $54.18 $171,192 - $203,716	3,760 New	3,760 $205,000

Others Institutions Holding IWR

# of Institutions

1,639

Shares Held

391M

Call Options Held

208K

Put Options Held

28.7K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Tpg Financial Advisors, LLC Ishares Russell Mid Cap ETF Transaction History