Retirement Planning Group Ishares Russell Mid Cap ETF Transaction History

Retirement Planning Group

$1.51 Billion
Q1 2025

A detailed history of Retirement Planning Group transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Retirement Planning Group holds 8,408 shares of IWR stock, worth $711,569. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,408

Previous 8,367 0.49%

Holding current value

$711,569

Previous $739,000 3.79%

% of portfolio

0.05%

Previous 0.04%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$82.81 - $92.93 $3,395 - $3,810	41 Added 0.49%	8,408 $711,000
Q4 2024 Feb 18, 2025	BUY	$87.25 - $95.52 $785 - $859	9 Added 0.11%	8,367 $739,000
Q3 2024 Oct 10, 2024	BUY	$79.92 - $88.19 $399 - $440	5 Added 0.06%	8,358 $736,000
Q2 2024 Jul 12, 2024	SELL	$78.66 - $83.59 $32,801 - $34,857	-417 Reduced 4.75%	8,353 $677,000
Q1 2024 Apr 12, 2024	BUY	$75.37 - $84.09 $301 - $336	4 Added 0.05%	8,770 $737,000
Q4 2023 Jan 12, 2024	SELL	$64.84 - $78.27 $1,945 - $2,348	-30 Reduced 0.34%	8,766 $681,000
Q2 2023 Jul 24, 2023	BUY	$67.49 - $73.03 $54,464 - $58,935	807 Added 10.1%	8,796 $642,000
Q1 2023 Apr 19, 2023	BUY	$66.27 - $75.04 $265 - $300	4 Added 0.05%	7,989 $558,000
Q4 2022 Jan 18, 2023	BUY	$62.09 - $71.89 $682 - $790	11 Added 0.14%	7,985 $0
Q3 2022 Oct 13, 2022	SELL	$62.15 - $74.82 $3,853 - $4,638	-62 Reduced 0.77%	7,974 $496,000
Q2 2022 Jul 13, 2022	SELL	$62.75 - $78.76 $65,636 - $82,382	-1,046 Reduced 11.52%	8,036 $520,000
Q1 2022 Apr 19, 2022	SELL	$72.29 - $82.89 $17,277 - $19,810	-239 Reduced 2.56%	9,082 $709,000
Q4 2021 Jan 20, 2022	BUY	$78.41 - $85.28 $548 - $596	7 Added 0.08%	9,321 $774,000
Q2 2021 Jul 19, 2021	BUY	$74.82 - $79.61 $374 - $398	5 Added 0.05%	9,314 $738,000
Q1 2021 Apr 26, 2021	BUY	$67.45 - $75.68 $12,073 - $13,546	179 Added 1.96%	9,309 $688,000
Q4 2020 Jan 27, 2021	SELL	$57.75 - $68.61 $9,990 - $11,869	-173 Reduced 1.86%	9,130 $626,000
Q3 2020 Oct 15, 2020	SELL	$53.47 - $60.19 $1,604 - $1,805	-30 Reduced 0.32%	9,303 $534,000
Q2 2020 Aug 06, 2020	SELL	$40.64 - $57.63 $27,594 - $39,130	-679 Reduced 6.78%	9,333 $500,000
Q1 2020 May 05, 2020	BUY	$36.81 - $61.96 $478 - $805	13 Added 0.13%	10,012 $432,000
Q4 2019 Jan 29, 2020	BUY	$54.12 - $59.69 $432 - $477	8 Added 0.08%	9,999 $596,000
Q3 2019 Oct 25, 2019	SELL	$53.6 - $57.42 $4,770 - $5,110	-89 Reduced 0.88%	9,991 $559,000
Q2 2019 Jul 25, 2019	SELL	$52.53 - $56.11 $1,050 - $1,122	-20 Reduced 0.2%	10,080 $563,000
Q1 2019 May 06, 2019	BUY	$45.53 - $54.18 $182 - $216	4 Added 0.04%	10,100 $545,000
Q4 2018 Feb 06, 2019	BUY	$43.7 - $54.95 $325,171 - $408,882	7,441 Added 280.26%	10,096 $469,000
Q3 2018 Nov 07, 2018	SELL	$52.87 - $56.02 $740 - $784	-14 Reduced 0.52%	2,655 $585,000
Q2 2018 Aug 07, 2018	SELL	$50.43 - $54.42 $3,277 - $3,537	-65 Reduced 2.38%	2,669 $566,000
Q1 2018 May 07, 2018	BUY	$49.67 - $55.0 $943 - $1,045	19 Added 0.7%	2,734 $564,000
Q4 2017 Jan 31, 2018	SELL	$49.53 - $52.32 $3,912 - $4,133	-79 Reduced 2.83%	2,715 $565,000
Q3 2017 Oct 16, 2017	BUY	$48.84 - $49.29 $136,458 - $137,716	2,794	2,794 $551,000

Others Institutions Holding IWR

# of Institutions

1,535

Shares Held

369M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Retirement Planning Group Ishares Russell Mid Cap ETF Transaction History