Essential Planning, Llc. Ishares Russell Mid Cap ETF Transaction History

Essential Planning, Llc.

  • $227 Million
  • Q2 2024

A detailed history of Essential Planning, Llc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Essential Planning, Llc. holds 2,500 shares of IWR stock, worth $218,950. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,500
Holding current value
$218,950
% of portfolio
0.09%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$78.66 - $83.59 $196,650 - $208,975
2,500 New
2,500 $202,000

Others Institutions Holding IWR

# of Institutions
1,337
Shares Held
341M
Call Options Held
126K
Put Options Held
14.1K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Essential Planning, Llc. Portfolio

Follow Essential Planning, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Essential Planning, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Essential Planning, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email