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

Wellspring Financial Advisors, LLC

  • $1.09 Trillion
  • Q3 2025

A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 7,885 shares of IWR stock, worth $746,078. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,885
Previous 7,885 -0.0%
Holding current value
$746,078
Previous $725 Million 4.98%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$74.88 - $91.97 $398,736 - $489,740
5,325 Added 208.01%
7,885 $725 Million
Q4 2024

Feb 13, 2025
SELL
$87.25 - $95.52 $351,704 - $385,041
-4,031 Reduced 61.16%
2,560 $226 Million
Q3 2024

Nov 13, 2024
BUY
$79.92 - $88.19 $526,752 - $581,260
6,591 New
6,591 $581 Million

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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