A detailed history of Plancorp, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Plancorp, LLC holds 4,817 shares of IWR stock, worth $438,828. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,817
Previous 4,817 -0.0%
Holding current value
$438,828
Previous $390,000 8.72%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$75.37 - $84.09 $34,293 - $38,260
-455 Reduced 8.63%
4,817 $405,000
Q4 2023

Feb 09, 2024

BUY
$64.84 - $78.27 $58,356 - $70,443
900 Added 20.59%
5,272 $409,000
Q4 2022

Feb 14, 2023

SELL
$62.09 - $71.89 $745 - $862
-12 Reduced 0.27%
4,372 $294,000
Q3 2022

Nov 10, 2022

SELL
$62.15 - $74.82 $1,740 - $2,094
-28 Reduced 0.63%
4,384 $272,000
Q1 2022

May 13, 2022

BUY
$72.29 - $82.89 $53,783 - $61,670
744 Added 20.28%
4,412 $344,000
Q2 2021

Aug 13, 2021

BUY
$74.82 - $79.61 $2,094 - $2,229
28 Added 0.77%
3,668 $291,000
Q4 2020

Feb 09, 2021

SELL
$57.75 - $68.61 $12,012 - $14,270
-208 Reduced 5.41%
3,640 $250,000
Q2 2020

Aug 11, 2020

BUY
$40.64 - $57.63 $156,382 - $221,760
3,848 New
3,848 $206,000
Q1 2020

May 14, 2020

SELL
$36.81 - $61.96 $140,798 - $236,997
-3,825 Closed
0 $0
Q2 2019

Aug 13, 2019

BUY
$52.53 - $56.11 $200,927 - $214,620
3,825 New
3,825 $214,000
Q4 2018

Feb 14, 2019

SELL
$43.7 - $54.95 $40,291 - $50,663
-922 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
$52.87 - $56.02 $48,746 - $51,650
922 New
922 $203,000
Q1 2018

Apr 16, 2018

SELL
$49.67 - $55.0 $48,279 - $53,460
-972 Closed
0 $0
Q4 2017

Jan 19, 2018

BUY
$49.53 - $52.32 $48,143 - $50,855
972
972 $201,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Plancorp, LLC Portfolio

Follow Plancorp, 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 Plancorp, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plancorp, LLC with notifications on news.