Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Russell Mid Cap ETF Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.75 Billion
  • Q2 2025

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 7,764 shares of IWR stock, worth $749,614. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,764
Previous 11,601 33.07%
Holding current value
$749,614
Previous $986,000 27.59%
% of portfolio
0.03%
Previous 0.04%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$74.88 - $91.97 $287,314 - $352,888
-3,837 Reduced 33.07%
7,764 $714,000
Q1 2025

Apr 21, 2025
SELL
$82.81 - $92.93 $79,249 - $88,934
-957 Reduced 7.62%
11,601 $986,000
Q4 2024

Jan 17, 2025
BUY
$87.25 - $95.52 $61,598 - $67,437
706 Added 5.96%
12,558 $1.11 Million
Q3 2024

Nov 08, 2024
BUY
$79.92 - $88.19 $8,631 - $9,524
108 Added 0.92%
11,852 $1.04 Million
Q2 2024

Aug 13, 2024
BUY
$78.66 - $83.59 $568,711 - $604,355
7,230 Added 160.17%
11,744 $952,000
Q1 2024

Apr 30, 2024
BUY
$75.37 - $84.09 $148,554 - $165,741
1,971 Added 77.51%
4,514 $379,000
Q4 2023

Jan 30, 2024
BUY
$64.84 - $78.27 $64 - $78
1 Added 0.04%
2,543 $197,000
Q1 2023

May 10, 2023
SELL
$66.27 - $75.04 $1,391 - $1,575
-21 Reduced 0.82%
2,542 $177,000
Q4 2022

Feb 14, 2023
SELL
$62.09 - $71.89 $1,055 - $1,222
-17 Reduced 0.66%
2,563 $172,000
Q3 2022

Oct 26, 2022
SELL
$62.15 - $74.82 $756,116 - $910,260
-12,166 Reduced 82.5%
2,580 $160,000
Q2 2022

Aug 10, 2022
SELL
$62.75 - $78.76 $3,702 - $4,646
-59 Reduced 0.4%
14,746 $953,000
Q4 2021

Feb 14, 2022
BUY
$78.41 - $85.28 $4,783 - $5,202
61 Added 0.41%
14,805 $1.23 Million
Q3 2021

Nov 02, 2021
BUY
$76.44 - $82.59 $1,605 - $1,734
21 Added 0.14%
14,744 $1.15 Million
Q1 2021

May 11, 2021
BUY
$67.45 - $75.68 $67 - $75
1 Added 0.01%
14,723 $1.09 Million
Q2 2020

Jul 02, 2020
SELL
$40.64 - $57.63 $115,539 - $163,842
-2,843 Reduced 16.19%
14,722 $789,000
Q1 2020

Apr 01, 2020
SELL
$36.81 - $61.96 $4,748 - $7,992
-129 Reduced 0.73%
17,565 $758,000
Q4 2019

Feb 11, 2020
SELL
$54.12 - $59.69 $1,840 - $2,029
-34 Reduced 0.19%
17,694 $1.05 Million
Q3 2019

Oct 09, 2019
BUY
$53.6 - $57.42 $6,914 - $7,407
129 Added 0.73%
17,728 $991,000
Q2 2019

Aug 14, 2019
SELL
$52.53 - $56.11 $11,766 - $12,568
-224 Reduced 1.26%
17,599 $983,000
Q1 2019

May 08, 2019
SELL
$45.53 - $54.18 $17,665 - $21,021
-388 Reduced 2.13%
17,823 $961,000
Q4 2018

Feb 13, 2019
BUY
$43.7 - $54.95 $597,684 - $751,551
13,677 Added 301.65%
18,211 $846,000
Q3 2018

Nov 14, 2018
SELL
$52.87 - $56.02 $52 - $56
-1 Reduced 0.02%
4,534 $1 Million
Q1 2018

May 15, 2018
BUY
$49.67 - $55.0 $298 - $330
6 Added 0.13%
4,535 $936,000
Q4 2017

Feb 08, 2018
BUY
$49.53 - $52.32 $13,373 - $14,126
270 Added 6.34%
4,529 $943,000
Q3 2017

Nov 08, 2017
SELL
$48.84 - $49.29 $13,186 - $13,308
-270 Reduced 5.96%
4,259 $893,000
Q2 2017

Aug 15, 2017
BUY
N/A
4,529
4,529 $870,000

Others Institutions Holding IWR

# of Institutions
1,612
Shares Held
377M
Call Options Held
198K
Put Options Held
37.3K
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 Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio

Follow Nelson, Van Denburg & Campbell Wealth Management Group, 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 Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email