Shepherd Financial Partners LLC Ishares Russell Mid Cap ETF Transaction History

Shepherd Financial Partners LLC

$900 Million
Q2 2025

A detailed history of Shepherd Financial Partners LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 8,226 shares of IWR stock, worth $799,978. This represents 0.08% of its overall portfolio holdings.

Number of Shares

8,226

Previous 8,296 0.84%

Holding current value

$799,978

Previous $705,000 7.23%

% of portfolio

0.08%

Previous 0.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$74.88 - $91.97 $5,241 - $6,437	-70 Reduced 0.84%	8,226 $756,000
Q1 2025 Apr 18, 2025	SELL	$82.81 - $92.93 $3,643 - $4,088	-44 Reduced 0.53%	8,296 $705,000
Q4 2024 Jan 28, 2025	BUY	$87.25 - $95.52 $100,773 - $110,325	1,155 Added 16.08%	8,340 $737,000
Q3 2024 Oct 28, 2024	SELL	$79.92 - $88.19 $28,131 - $31,042	-352 Reduced 4.67%	7,185 $633,000
Q2 2024 Aug 07, 2024	SELL	$78.66 - $83.59 $24,620 - $26,163	-313 Reduced 3.99%	7,537 $611,000
Q1 2024 Apr 22, 2024	SELL	$75.37 - $84.09 $44,016 - $49,108	-584 Reduced 6.92%	7,850 $660,000
Q4 2023 Feb 12, 2024	SELL	$64.84 - $78.27 $1,750 - $2,113	-27 Reduced 0.32%	8,434 $655,000
Q3 2023 Nov 08, 2023	BUY	$68.54 - $75.91 $74,640 - $82,665	1,089 Added 14.77%	8,461 $585,000
Q2 2023 Aug 11, 2023	SELL	$67.49 - $73.03 $44,138 - $47,761	-654 Reduced 8.15%	7,372 $538,000
Q1 2023 May 01, 2023	SELL	$66.27 - $75.04 $82,373 - $93,274	-1,243 Reduced 13.41%	8,026 $561,000
Q4 2022 Feb 14, 2023	SELL	$62.09 - $71.89 $1.5 Million - $1.73 Million	-24,094 Reduced 72.22%	9,269 $625,000
Q3 2022 Nov 09, 2022	SELL	$62.15 - $74.82 $11.8 Million - $14.2 Million	-189,995 Reduced 85.06%	33,363 $2.07 Million
Q2 2022 Aug 15, 2022	BUY	$62.75 - $78.76 $13.7 Million - $17.2 Million	218,358 Added 4367.16%	223,358 $14.4 Million
Q1 2022 May 13, 2022	BUY	$72.29 - $82.89 $361,450 - $414,450	5,000 New	5,000 $390,000

Others Institutions Holding IWR

# of Institutions

1,608

Shares Held

377M

Call Options Held

198K

Put Options Held

37.3K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
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Shepherd Financial Partners LLC Ishares Russell Mid Cap ETF Transaction History