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

Diversified Portfolios, Inc.

  • $844 Million
  • Q4 2024

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 3,950 shares of IWR stock, worth $353,525. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,950
Previous 4,020 1.74%
Holding current value
$353,525
Previous $354,000 1.41%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,536
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
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