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

Vertex Planning Partners, LLC

$479 Billion
Q2 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 9,511 shares of IWR stock, worth $904,305. This represents 0.18% of its overall portfolio holdings.

Number of Shares

9,511

Previous 9,412 1.05%

Holding current value

$904,305

Previous $801 Million 9.25%

% of portfolio

0.18%

Previous 0.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$74.88 - $91.97 $7,413 - $9,105	99 Added 1.05%	9,511 $875 Million
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

1,617

Shares Held

377M

Call Options Held

198K

Put Options Held

37.3K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Account

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