Burling Wealth Partners, LLC Ishares Russell Mid Cap ETF Transaction History

Burling Wealth Partners, LLC

  • $542 Billion
  • Q2 2025

A detailed history of Burling Wealth Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Burling Wealth Partners, LLC holds 4,734 shares of IWR stock, worth $439,504. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,734
Previous 4,959 4.54%
Holding current value
$439,504
Previous $422 Million 3.21%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Aug 08, 2025
SELL
$74.88 - $91.97 $16,848 - $20,693
-225 Reduced 4.54%
4,734 $435 Million
Q1 2025

May 02, 2025
BUY
$82.81 - $92.93 $114,194 - $128,150
1,379 Added 38.52%
4,959 $422 Million
Q4 2024

Feb 14, 2025
BUY
$87.25 - $95.52 $312,355 - $341,961
3,580 New
3,580 $316 Million

Others Institutions Holding IWR

# of Institutions
1,585
Shares Held
369M
Call Options Held
151K
Put Options Held
30.1K
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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