Vertex Planning Partners, LLC Ishares Russell Mid Cap ETF Transaction History

Vertex Planning Partners, LLC

$458 Billion
Q1 2025

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 9,412 shares of IWR stock, worth $842,656. This represents 0.17% of its overall portfolio holdings.

Number of Shares

9,412

Previous 6,955 35.33%

Holding current value

$842,656

Previous $615 Million 30.24%

% of portfolio

0.17%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$82.81 - $92.93 $203,464 - $228,329	2,457 Added 35.33%	9,412 $801 Million
Q4 2024 Feb 12, 2025	SELL	$87.25 - $95.52 $8,550 - $9,360	-98 Reduced 1.39%	6,955 $615 Million
Q3 2024 Nov 07, 2024	SELL	$79.92 - $88.19 $3,676 - $4,056	-46 Reduced 0.65%	7,053 $622 Million
Q2 2024 Aug 13, 2024	BUY	$78.66 - $83.59 $78 - $83	1 Added 0.01%	7,099 $576 Million
Q1 2024 May 13, 2024	BUY	$75.37 - $84.09 $75 - $84	1 Added 0.01%	7,098 $597 Million
Q4 2023 Feb 14, 2024	BUY	$64.84 - $78.27 $194 - $234	3 Added 0.04%	7,097 $552 Million
Q2 2023 Aug 14, 2023	BUY	$67.49 - $73.03 $67 - $73	1 Added 0.01%	7,094 $518 Million
Q1 2023 May 16, 2023	BUY	$66.27 - $75.04 $132 - $150	2 Added 0.03%	7,093 $496 Million
Q4 2022 Feb 06, 2023	BUY	$62.09 - $71.89 $440,280 - $509,771	7,091 New	7,091 $478 Million

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

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Vertex Planning Partners, LLC Ishares Russell Mid Cap ETF Transaction History