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

Von Berge Wealth Management Group, LLC

  • $156 Million
  • Q1 2025

A detailed history of Von Berge Wealth Management Group, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 3,316 shares of IWR stock, worth $298,075. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,316
Previous 3,314 0.06%
Holding current value
$298,075
Previous $292,000 3.42%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Apr 25, 2025
BUY
$82.81 - $92.93 $165 - $185
2 Added 0.06%
3,316 $282,000
Q4 2024

Feb 06, 2025
BUY
$87.25 - $95.52 $174 - $191
2 Added 0.06%
3,314 $292,000
Q3 2024

Nov 12, 2024
BUY
$79.92 - $88.19 $159 - $176
2 Added 0.06%
3,312 $291,000
Q2 2022

Jul 18, 2022
BUY
$62.75 - $78.76 $17,193 - $21,580
274 Added 9.03%
3,310 $215,000
Q1 2022

Apr 22, 2022
BUY
$72.29 - $82.89 $10,771 - $12,350
149 Added 5.16%
3,036 $233,000
Q4 2021

Feb 07, 2022
BUY
$78.41 - $85.28 $226,369 - $246,203
2,887 New
2,887 $222,000

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

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Von Berge Wealth Management Group, LLC Portfolio

Follow Von Berge 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 Von Berge Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Von Berge Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email