Activest Wealth Management Ishares Russell Mid Cap ETF Transaction History

Activest Wealth Management

$282 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	SELL	$79.92 - $88.19 $34,845 - $38,450	-436 Closed	0 $0
Q2 2024 Jul 30, 2024	BUY	$78.66 - $83.59 $34,295 - $36,445	436 New	436 $35,000

Others Institutions Holding IWR

# of Institutions

1,410

Shares Held

341M

Call Options Held

130K

Put Options Held

26.6K

Bank Of America Corp Charlotte, NC

59.3M
Shares

$5.41 Billion
0.44% of portfolio
Jones Financial Companies Lllp

43M
Shares

$3.93 Billion
3.89% of portfolio
Wells Fargo & Company San Francisco, CA

33.3M
Shares

$3.04 Billion
0.68% of portfolio
Us Bancorp \De\

21.1M
Shares

$1.93 Billion
2.41% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

13.5M
Shares

$1.23 Billion
0.76% of portfolio

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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