Vision Point Advisory Group, LLC Ishares Russell Mid Cap ETF Transaction History

Vision Point Advisory Group, LLC

  • $473 Million
  • Q3 2025

A detailed history of Vision Point Advisory Group, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 3,254 shares of IWR stock, worth $309,390. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,254
Previous 4,299 24.31%
Holding current value
$309,390
Previous $395,000 20.51%
% of portfolio
0.07%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
SELL
$92.26 - $97.51 $96,411 - $101,897
-1,045 Reduced 24.31%
3,254 $314,000
Q2 2025

Jul 09, 2025
BUY
$74.88 - $91.97 $321,909 - $395,379
4,299 New
4,299 $395,000
Q2 2024

Aug 01, 2024
SELL
$78.66 - $83.59 $7,079 - $7,523
-90 Reduced 4.84%
1,770 $143,000
Q4 2023

Feb 07, 2024
BUY
$64.84 - $78.27 $120,602 - $145,582
1,860 New
1,860 $144,000
Q2 2023

Aug 21, 2023
BUY
$67.49 - $73.03 $125,531 - $135,835
1,860 New
1,860 $135,000

Others Institutions Holding IWR

# of Institutions
1,606
Shares Held
377M
Call Options Held
198K
Put Options Held
37.3K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Vision Point Advisory Group, LLC Portfolio

Follow Vision Point Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vision Point Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vision Point Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email