Von Berge Wealth Management Group, LLC Ishares Russell Mid Cap ETF Transaction History

Von Berge Wealth Management Group, LLC

  • $156 Million
  • Q2 2024

A detailed history of Von Berge Wealth Management Group, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 3,310 shares of IWR stock, worth $294,954. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,310
Previous 3,310 -0.0%
Holding current value
$294,954
Previous $278,000 3.6%
% of portfolio
0.17%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 18, 2022
BUY
$62.75 - $78.76 $17,193 - $21,580
274 Added 9.03%
3,310 $215,000
Q1 2022

Apr 22, 2022
BUY
$72.29 - $82.89 $10,771 - $12,350
149 Added 5.16%
3,036 $233,000
Q4 2021

Feb 07, 2022
BUY
$78.41 - $85.28 $226,369 - $246,203
2,887 New
2,887 $222,000

Others Institutions Holding IWR

# of Institutions
1,363
Shares Held
342M
Call Options Held
131K
Put Options Held
21.9K
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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