Dynasty Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Dynasty Wealth Management, LLC

  • $6 Trillion
  • Q1 2025

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 9,610 shares of IWR stock, worth $808,681. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,610
Previous 21,169 54.6%
Holding current value
$808,681
Previous $1.87 Billion 56.31%
% of portfolio
0.01%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$82.81 - $92.93 $957,200 - $1.07 Million
-11,559 Reduced 54.6%
9,610 $818 Million
Q4 2024

Feb 05, 2025
BUY
$87.25 - $95.52 $1.85 Million - $2.02 Million
21,169 New
21,169 $1.87 Billion

Others Institutions Holding IWR

# of Institutions
1,544
Shares Held
370M
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
Track This Portfolio

Track Dynasty Wealth Management, LLC Portfolio

Follow Dynasty Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynasty Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynasty Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email