Planwiser Financial, LLC Ishares Russell Mid Cap ETF Transaction History

Planwiser Financial, LLC

  • $126 Billion
  • Q3 2025

A detailed history of Planwiser Financial, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Planwiser Financial, LLC holds 3,075 shares of IWR stock, worth $290,956. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,075
Previous 3,157 2.6%
Holding current value
$290,956
Previous $300 Million 1.92%
% of portfolio
0.23%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$92.26 - $97.51 $7,565 - $7,995
-82 Reduced 2.6%
3,075 $294 Million
Q2 2025

Aug 13, 2025
SELL
$74.88 - $91.97 $6,589 - $8,093
-88 Reduced 2.71%
3,157 $300 Million
Q1 2025

May 08, 2025
BUY
$82.81 - $92.93 $268,718 - $301,557
3,245 New
3,245 $278 Million

Others Institutions Holding IWR

# of Institutions
1,637
Shares Held
391M
Call Options Held
208K
Put Options Held
28.7K
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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