Diversified Portfolios, Inc. Ishares Russell Mid Cap ETF Transaction History

Diversified Portfolios, Inc.

$778 Million
Q1 2025

A detailed history of Diversified Portfolios, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 3,150 shares of IWR stock, worth $254,330. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,150

Previous 3,950 20.25%

Holding current value

$254,330

Previous $349,000 23.5%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$82.81 - $92.93 $66,248 - $74,344	-800 Reduced 20.25%	3,150 $267,000
Q4 2024 Jan 29, 2025	SELL	$87.25 - $95.52 $6,107 - $6,686	-70 Reduced 1.74%	3,950 $349,000
Q3 2024 Nov 06, 2024	SELL	$79.92 - $88.19 $71,928 - $79,371	-900 Reduced 18.29%	4,020 $354,000
Q2 2024 Jul 22, 2024	SELL	$78.66 - $83.59 $7,866 - $8,359	-100 Reduced 1.99%	4,920 $398,000
Q1 2024 May 07, 2024	SELL	$75.37 - $84.09 $33,916 - $37,840	-450 Reduced 8.23%	5,020 $422,000
Q2 2023 Aug 09, 2023	SELL	$67.49 - $73.03 $26,995 - $29,212	-400 Reduced 6.81%	5,470 $399,000
Q1 2023 May 02, 2023	BUY	$66.27 - $75.04 $389,004 - $440,484	5,870 New	5,870 $410,000

Others Institutions Holding IWR

# of Institutions

1,530

Shares Held

369M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Diversified Portfolios, Inc. Ishares Russell Mid Cap ETF Transaction History