Vista Wealth Management Group, LLC Ishares Russell Mid Cap ETF Transaction History

Vista Wealth Management Group, LLC

$1.27 Billion
Q1 2024

A detailed history of Vista Wealth Management Group, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 5,853 shares of IWR stock, worth $473,390. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,853

Previous 5,901 0.81%

Holding current value

$473,390

Previous $458,000 7.42%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$75.37 - $84.09 $3,617 - $4,036	-48 Reduced 0.81%	5,853 $492,000
Q2 2023 Aug 02, 2023	SELL	$67.49 - $73.03 $25,241 - $27,313	-374 Reduced 5.96%	5,901 $430,000
Q1 2023 May 04, 2023	BUY	$66.27 - $75.04 $24,784 - $28,064	374 Added 6.34%	6,275 $438,000
Q4 2022 Feb 07, 2023	SELL	$65.92 - $71.89 $28,807 - $31,415	-437 Reduced 6.89%	5,901 $398,000
Q3 2022 Oct 25, 2022	BUY	$63.62 - $74.82 $27,801 - $32,696	437 Added 7.41%	6,338 $411,000

Q3 2021 Nov 02, 2021	BUY	$76.44 - $82.59 $12,306 - $13,296	161 Added 2.8%	5,901 $462,000
Q1 2020 May 01, 2020	SELL	$36.81 - $61.96 $10,895 - $18,340	-296 Reduced 4.9%	5,740 $248,000
Q4 2019 Feb 03, 2020	BUY	$54.12 - $59.69 $326,668 - $360,288	6,036 New	6,036 $360,000

Others Institutions Holding IWR

# of Institutions

1,340

Shares Held

322M

Call Options Held

186K

Put Options Held

11.8K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Vista Wealth Management Group, LLC Ishares Russell Mid Cap ETF Transaction History