Wr Wealth Planners, LLC Ishares Russell Mid Cap ETF Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 369 shares of IWR stock, worth $32,080. This represents 0.01% of its overall portfolio holdings.

Number of Shares
369
Previous 75 392.0%
Holding current value
$32,080
Previous $6,000 433.33%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$87.25 - $95.52 $25,651 - $28,082
294 Added 392.0%
369 $32,000
Q3 2024

Oct 17, 2024
SELL
$79.92 - $88.19 $1,758 - $1,940
-22 Reduced 22.68%
75 $6,000
Q2 2024

Jul 31, 2024
BUY
$78.66 - $83.59 $2,989 - $3,176
38 Added 64.41%
97 $7,000
Q1 2024

Jul 31, 2024
BUY
$75.37 - $84.09 $4,446 - $4,961
59 New
59 $4,000

Others Institutions Holding IWR

# of Institutions
1,535
Shares Held
366M
Call Options Held
180K
Put Options Held
19.1K
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 Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email