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

Diversified Portfolios, Inc.

  • $699 Million
  • Q1 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 5,020 shares of IWR stock, worth $405,114. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,020
Previous 5,470 8.23%
Holding current value
$405,114
Previous $425,000 0.71%
% of portfolio
0.06%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,339
Shares Held
322M
Call Options Held
186K
Put Options Held
11.8K
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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