Vertex Planning Partners, LLC Ishares Russell Mid Cap ETF Transaction History

Vertex Planning Partners, LLC

$453 Billion
Q4 2024

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 6,955 shares of IWR stock, worth $622,472. This represents 0.14% of its overall portfolio holdings.

Number of Shares

6,955

Previous 7,053 1.39%

Holding current value

$622,472

Previous $622 Million 1.11%

% of portfolio

0.14%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$87.25 - $95.52 $8,550 - $9,360	-98 Reduced 1.39%	6,955 $615 Million
Q3 2024 Nov 07, 2024	SELL	$79.92 - $88.19 $3,676 - $4,056	-46 Reduced 0.65%	7,053 $622 Million
Q2 2024 Aug 13, 2024	BUY	$78.66 - $83.59 $78 - $83	1 Added 0.01%	7,099 $576 Million
Q1 2024 May 13, 2024	BUY	$75.37 - $84.09 $75 - $84	1 Added 0.01%	7,098 $597 Million
Q4 2023 Feb 14, 2024	BUY	$64.84 - $78.27 $194 - $234	3 Added 0.04%	7,097 $552 Million
Q2 2023 Aug 14, 2023	BUY	$67.49 - $73.03 $67 - $73	1 Added 0.01%	7,094 $518 Million
Q1 2023 May 16, 2023	BUY	$66.27 - $75.04 $132 - $150	2 Added 0.03%	7,093 $496 Million
Q4 2022 Feb 06, 2023	BUY	$62.09 - $71.89 $440,280 - $509,771	7,091 New	7,091 $478 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

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Vertex Planning Partners, LLC Ishares Russell Mid Cap ETF Transaction History