Dbk Financial Counsel, LLC Ishares Russell Mid Cap ETF Transaction History

Dbk Financial Counsel, LLC

$97.6 Million
Q1 2025

A detailed history of Dbk Financial Counsel, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Dbk Financial Counsel, LLC holds 5,105 shares of IWR stock, worth $451,996. This represents 0.44% of its overall portfolio holdings.

Number of Shares

5,105

Previous 6,105 16.38%

Holding current value

$451,996

Previous $539,000 19.85%

% of portfolio

0.44%

Previous 0.55%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$82.81 - $92.93 $82,810 - $92,930	-1,000 Reduced 16.38%	5,105 $432,000
Q1 2024 Apr 15, 2024	SELL	$75.37 - $84.09 $150,740 - $168,180	-2,000 Reduced 24.68%	6,105 $513,000
Q1 2023 Apr 06, 2023	SELL	$66.27 - $75.04 $208,750 - $236,376	-3,150 Reduced 27.99%	8,105 $566,000
Q3 2022 Oct 06, 2022	SELL	$62.15 - $74.82 $138,718 - $166,998	-2,232 Reduced 16.55%	11,255 $699,000
Q2 2022 Jul 11, 2022	BUY	$62.75 - $78.76 $140,058 - $175,792	2,232 Added 19.83%	13,487 $872,000
Q1 2022 Apr 12, 2022	SELL	$72.29 - $82.89 $216,580 - $248,338	-2,996 Reduced 21.02%	11,255 $878,000
Q4 2021 Jan 20, 2022	BUY	$78.41 - $85.28 $1.12 Million - $1.22 Million	14,251 New	14,251 $1.18 Million

Others Institutions Holding IWR

# of Institutions

1,538

Shares Held

382M

Call Options Held

151K

Put Options Held

164K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Dbk Financial Counsel, LLC Ishares Russell Mid Cap ETF Transaction History