Newbridge Financial Services Group, Inc. Ishares Russell Mid Cap ETF Transaction History

Newbridge Financial Services Group, Inc.

$391 Million
Q1 2025

A detailed history of Newbridge Financial Services Group, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Newbridge Financial Services Group, Inc. holds 145 shares of IWR stock, worth $12,899. This represents 0.0% of its overall portfolio holdings.

Number of Shares

145

Previous 285 49.12%

Holding current value

$12,899

Previous $25,000 52.0%

% of portfolio

0.0%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$82.81 - $92.93 $11,593 - $13,010	-140 Reduced 49.12%	145 $12,000
Q4 2024 Jan 28, 2025	BUY	$87.25 - $95.52 $24,866 - $27,223	285 New	285 $25,000
Q1 2024 Apr 24, 2024	SELL	$75.37 - $84.09 $25,475 - $28,422	-338 Reduced 44.83%	416 $34,000
Q4 2023 Mar 28, 2024	SELL	$64.84 - $78.27 $778 - $939	-12 Reduced 1.57%	754 $58,000
Q3 2023 Oct 17, 2023	BUY	$68.54 - $75.91 $6,374 - $7,059	93 Added 13.82%	766 $53,000
Q4 2022 Jan 17, 2023	SELL	$62.09 - $71.89 $2,545 - $2,947	-41 Reduced 5.74%	673 $0
Q2 2022 Jul 15, 2022	BUY	$62.75 - $78.76 $12,550 - $15,752	200 Added 38.91%	714 $46,000
Q1 2022 Apr 26, 2022	BUY	$72.29 - $82.89 $11,927 - $13,676	165 Added 47.28%	514 $40,000
Q4 2021 Jan 19, 2022	BUY	$78.41 - $85.28 $7,841 - $8,528	100 Added 40.16%	349 $29,000
Q2 2021 Sep 07, 2021	BUY	$74.82 - $79.61 $9,876 - $10,508	132 Added 112.82%	249 $20,000
Q3 2020 Sep 07, 2021	BUY	$53.47 - $60.19 $6,255 - $7,042	117 New	117 $7,000

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

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Newbridge Financial Services Group, Inc. Ishares Russell Mid Cap ETF Transaction History