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

Shared Vision Wealth Group LLC

  • $183 Billion
  • Q1 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 2,818 shares of IWR stock, worth $237,134. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,818
Previous 2,519 11.87%
Holding current value
$237,134
Previous $223 Million 7.64%
% of portfolio
0.13%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,536
Shares Held
368M
Call Options Held
180K
Put Options Held
19.1K
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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