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

Essential Planning, Llc.

  • $15 Billion
  • Q4 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 5,000 shares of IWR stock, worth $449,400. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,000
Previous 2,500 100.0%
Holding current value
$449,400
Previous $220,000 100.91%
% of portfolio
0.0%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$87.25 - $95.52 $218,125 - $238,800
2,500 Added 100.0%
5,000 $442,000
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
1,531
Shares Held
366M
Call Options Held
180K
Put Options Held
19.1K
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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