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

Vertex Planning Partners, LLC

  • $385 Billion
  • Q2 2024

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 7,099 shares of IWR stock, worth $622,511. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,099
Previous 7,098 0.01%
Holding current value
$622,511
Previous $597 Million 3.57%
% of portfolio
0.15%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,340
Shares Held
341M
Call Options Held
126K
Put Options Held
14.1K
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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