Vest Gen Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Vest Gen Advisors, LLC

  • $3 Trillion
  • Q3 2025

A detailed history of Vest Gen Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 149,690 shares of IWR stock, worth $14.2 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
149,690
Previous 140,970 6.19%
Holding current value
$14.2 Million
Previous $13 Billion 11.47%
% of portfolio
0.48%
Previous 0.52%

Shares

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

Nov 14, 2025
BUY
$92.26 - $97.51 $804,507 - $850,287
8,720 Added 6.19%
149,690 $14.5 Billion
Q2 2025

Aug 13, 2025
SELL
$74.88 - $91.97 $240,215 - $295,039
-3,208 Reduced 2.23%
140,970 $13 Billion
Q1 2025

May 13, 2025
BUY
$82.81 - $92.93 $11.9 Million - $13.4 Million
144,178 New
144,178 $12.3 Billion

Others Institutions Holding IWR

# of Institutions
1,634
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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