Shared Vision Wealth Group LLC Ishares Russell Mid Cap ETF Transaction History

Shared Vision Wealth Group LLC

  • $236 Billion
  • Q3 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 2,874 shares of IWR stock, worth $271,937. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,874
Previous 2,754 4.36%
Holding current value
$271,937
Previous $258 Million 6.87%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Oct 29, 2025
BUY
$92.26 - $97.51 $11,071 - $11,701
120 Added 4.36%
2,874 $276 Million
Q2 2025

Aug 07, 2025
SELL
$74.88 - $91.97 $4,792 - $5,886
-64 Reduced 2.27%
2,754 $258 Million
Q1 2025

May 02, 2025
BUY
$82.81 - $92.93 $24,760 - $27,786
299 Added 11.87%
2,818 $240 Million
Q4 2024

Feb 06, 2025
BUY
$87.25 - $95.52 $219,782 - $240,614
2,519 New
2,519 $223 Million

Others Institutions Holding IWR

# of Institutions
1,631
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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