Inves Trust Ishares Russell Mid Cap ETF Transaction History

Inves Trust

$360 Billion
Q4 2024

A detailed history of Inves Trust transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Inves Trust holds 4,743 shares of IWR stock, worth $421,462. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,743

Holding current value

$421,462

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 08, 2025	BUY	$87.25 - $95.52 $413,826 - $453,051	4,743 New	4,743 $419 Million

Others Institutions Holding IWR

# of Institutions

1,412

Shares Held

340M

Call Options Held

130K

Put Options Held

26.6K

Bank Of America Corp Charlotte, NC

59.3M
Shares

$5.27 Billion
0.44% of portfolio
Jones Financial Companies Lllp

43M
Shares

$3.82 Billion
3.89% of portfolio
Wells Fargo & Company San Francisco, CA

33.3M
Shares

$2.96 Billion
0.68% of portfolio
Us Bancorp \De\

21.1M
Shares

$1.88 Billion
2.41% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

13.5M
Shares

$1.2 Billion
0.76% of portfolio

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About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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