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

Prairieview Wealth Partners, LLC

$81.8 Billion
Q1 2025

A detailed history of Prairieview Wealth Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Prairieview Wealth Partners, LLC holds 100,494 shares of IWR stock, worth $8.9 Million. This represents 10.45% of its overall portfolio holdings.

Number of Shares

100,494

Previous 145,698 31.03%

Holding current value

$8.9 Million

Previous $12.9 Billion 33.62%

% of portfolio

10.45%

Previous 13.92%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$82.81 - $92.93 $3.74 Million - $4.2 Million	-45,204 Reduced 31.03%	100,494 $8.55 Billion
Q4 2024 Jan 29, 2025	SELL	$87.25 - $95.52 $139,163 - $152,354	-1,595 Reduced 1.08%	145,698 $12.9 Billion
Q3 2024 Oct 21, 2024	SELL	$79.92 - $88.19 $1.78 Million - $1.97 Million	-22,334 Reduced 13.17%	147,293 $13 Billion
Q2 2024 Jul 11, 2024	BUY	$78.66 - $83.59 $10.4 Million - $11 Million	131,736 Added 347.67%	169,627 $13.8 Billion
Q1 2024 Apr 03, 2024	BUY	$75.37 - $84.09 $1.16 Million - $1.29 Million	15,395 Added 68.43%	37,891 $3.19 Billion
Q4 2023 Feb 08, 2024	BUY	$64.84 - $78.27 $1.46 Million - $1.76 Million	22,496 New	22,496 $1.75 Billion

Others Institutions Holding IWR

# of Institutions

1,538

Shares Held

382M

Call Options Held

151K

Put Options Held

164K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prairieview Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prairieview Wealth Partners, LLC with notifications on news.

Account

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