Vision Point Advisory Group, LLC Ishares Russell Mid Cap ETF Transaction History

Vision Point Advisory Group, LLC

  • $485 Million
  • Q4 2025

A detailed history of Vision Point Advisory Group, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 5,204 shares of IWR stock, worth $492,402. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,204
Previous 3,254 59.93%
Holding current value
$492,402
Previous $314,000 56.69%
% of portfolio
0.1%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$94.02 - $97.61 $183,339 - $190,339
1,950 Added 59.93%
5,204 $492,000
Q3 2025

Oct 07, 2025
SELL
$92.26 - $97.51 $96,411 - $101,897
-1,045 Reduced 24.31%
3,254 $314,000
Q2 2025

Jul 09, 2025
BUY
$74.88 - $91.97 $321,909 - $395,379
4,299 New
4,299 $395,000
Q2 2024

Aug 01, 2024
SELL
$78.66 - $83.59 $7,079 - $7,523
-90 Reduced 4.84%
1,770 $143,000
Q4 2023

Feb 07, 2024
BUY
$64.84 - $78.27 $120,602 - $145,582
1,860 New
1,860 $144,000
Q2 2023

Aug 21, 2023
BUY
$67.49 - $73.03 $125,531 - $135,835
1,860 New
1,860 $135,000

Others Institutions Holding IWR

# of Institutions
1,647
Shares Held
392M
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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