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

Vista Wealth Management Group, LLC

  • $1.45 Billion
  • Q3 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 6,045 shares of IWR stock, worth $552,150. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,045
Previous 5,853 3.28%
Holding current value
$552,150
Previous $474,000 12.24%
% of portfolio
0.04%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$79.92 - $88.19 $15,344 - $16,932
192 Added 3.28%
6,045 $532,000
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
$62.09 - $71.89 $27,133 - $31,415
-437 Reduced 6.89%
5,901 $398,000
Q3 2022

Oct 25, 2022
BUY
$62.15 - $74.82 $27,159 - $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
1,410
Shares Held
341M
Call Options Held
130K
Put Options Held
26.6K
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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