Plante Moran Financial Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Plante Moran Financial Advisors, LLC

$1.42 Billion
Q2 2025

A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 9,437 shares of IWR stock, worth $897,269. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,437

Previous 8,823 6.96%

Holding current value

$897,269

Previous $750,000 15.6%

% of portfolio

0.06%

Previous 0.06%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$74.88 - $91.97 $45,976 - $56,469	614 Added 6.96%	9,437 $867,000
Q1 2025 May 08, 2025	SELL	$82.81 - $92.93 $9,191 - $10,315	-111 Reduced 1.24%	8,823 $750,000
Q4 2024 Feb 05, 2025	SELL	$87.25 - $95.52 $45,282 - $49,574	-519 Reduced 5.49%	8,934 $789,000
Q3 2024 Oct 30, 2024	SELL	$79.92 - $88.19 $17,102 - $18,872	-214 Reduced 2.21%	9,453 $833,000
Q2 2024 Aug 12, 2024	SELL	$78.66 - $83.59 $413,279 - $439,181	-5,254 Reduced 35.21%	9,667 $783,000
Q1 2024 May 09, 2024	SELL	$75.37 - $84.09 $38,589 - $43,054	-512 Reduced 3.32%	14,921 $1.25 Million
Q4 2023 Feb 05, 2024	SELL	$64.84 - $78.27 $55,892 - $67,468	-862 Reduced 5.29%	15,433 $1.2 Million
Q3 2023 Nov 07, 2023	SELL	$68.54 - $75.91 $753 - $835	-11 Reduced 0.07%	16,295 $1.13 Million
Q2 2023 Aug 07, 2023	SELL	$67.49 - $73.03 $54,801 - $59,300	-812 Reduced 4.74%	16,306 $1.19 Million
Q4 2022 Feb 09, 2023	BUY	$62.09 - $71.89 $83,821 - $97,051	1,350 Added 8.56%	17,118 $1.15 Million
Q3 2022 Nov 02, 2022	SELL	$62.15 - $74.82 $171,534 - $206,503	-2,760 Reduced 14.9%	15,768 $980,000
Q2 2022 Aug 02, 2022	SELL	$62.75 - $78.76 $16,377 - $20,556	-261 Reduced 1.39%	18,528 $1.2 Million
Q1 2022 May 06, 2022	SELL	$72.29 - $82.89 $54,651 - $62,664	-756 Reduced 3.87%	18,789 $1.47 Million
Q4 2021 Feb 09, 2022	BUY	$78.41 - $85.28 $103,658 - $112,740	1,322 Added 7.25%	19,545 $1.62 Million
Q3 2021 Nov 08, 2021	BUY	$76.44 - $82.59 $55,571 - $60,042	727 Added 4.16%	18,223 $1.43 Million
Q2 2021 Aug 10, 2021	BUY	$74.82 - $79.61 $34,492 - $36,700	461 Added 2.71%	17,496 $1.39 Million
Q1 2021 May 13, 2021	SELL	$67.45 - $75.68 $69,945 - $78,480	-1,037 Reduced 5.74%	17,035 $1.26 Million
Q3 2020 Nov 12, 2020	SELL	$53.47 - $60.19 $36,787 - $41,410	-688 Reduced 3.67%	18,072 $1.04 Million
Q2 2020 Aug 10, 2020	BUY	$40.64 - $57.63 $27,635 - $39,188	680 Added 3.76%	18,760 $1.01 Million
Q1 2020 May 07, 2020	SELL	$36.81 - $61.96 $264,148 - $444,624	-7,176 Reduced 28.41%	18,080 $781,000
Q3 2019 Nov 13, 2019	BUY	$53.6 - $57.42 $6,217 - $6,660	116 Added 0.46%	25,256 $1.41 Million
Q2 2019 Aug 13, 2019	BUY	$52.53 - $56.11 $1,260 - $1,346	24 Added 0.1%	25,140 $1.41 Million
Q1 2019 May 13, 2019	BUY	$45.53 - $54.18 $326,723 - $388,795	7,176 Added 40.0%	25,116 $1.36 Million
Q4 2018 Jan 29, 2019	BUY	$43.7 - $54.95 $587,983 - $739,352	13,455 Added 300.0%	17,940 $834,000
Q1 2018 May 01, 2018	SELL	$49.67 - $55.0 $4,122 - $4,565	-83 Reduced 1.82%	4,485 $926,000
Q4 2017 Feb 01, 2018	BUY	$49.53 - $52.32 $5,448 - $5,755	110 Added 2.47%	4,568 $951,000
Q3 2017 Nov 08, 2017	BUY	$48.84 - $49.29 $217,728 - $219,734	4,458	4,458 $879,000

Others Institutions Holding IWR

# of Institutions

1,617

Shares Held

377M

Call Options Held

198K

Put Options Held

37.3K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Plante Moran Financial Advisors, LLC Ishares Russell Mid Cap ETF Transaction History