Dechtman Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Dechtman Wealth Management, LLC

$490 Million
Q4 2024

A detailed history of Dechtman Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Dechtman Wealth Management, LLC holds 4,217 shares of IWR stock, worth $399,012. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,217

Previous 4,882 13.62%

Holding current value

$399,012

Previous $430,000 13.49%

% of portfolio

0.08%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$87.25 - $95.52 $58,021 - $63,520	-665 Reduced 13.62%	4,217 $372,000
Q3 2024 Oct 30, 2024	SELL	$79.92 - $88.19 $3,436 - $3,792	-43 Reduced 0.87%	4,882 $430,000
Q2 2024 Jul 29, 2024	SELL	$78.66 - $83.59 $178,636 - $189,832	-2,271 Reduced 31.56%	4,925 $399,000
Q1 2024 Apr 23, 2024	SELL	$75.37 - $84.09 $32,409 - $36,158	-430 Reduced 5.64%	7,196 $605,000
Q4 2023 Jan 19, 2024	SELL	$64.84 - $78.27 $73,139 - $88,288	-1,128 Reduced 12.89%	7,626 $592,000

Q3 2023 Oct 16, 2023	SELL	$68.54 - $75.91 $38,862 - $43,040	-567 Reduced 6.08%	8,754 $606,000
Q2 2023 Sep 08, 2023	BUY	$67.49 - $73.03 $629,074 - $680,712	9,321 New	9,321 $681 Million

Others Institutions Holding IWR

# of Institutions

1,634

Shares Held

391M

Call Options Held

208K

Put Options Held

28.7K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Dechtman Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History