Bcs Wealth Management Ishares Russell Mid Cap ETF Transaction History

Bcs Wealth Management

$235 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	SELL	$62.75 - $78.76 $177,268 - $222,497	-2,825 Closed	0 $0
Q1 2022 Apr 28, 2022	BUY	$72.29 - $82.89 $204,219 - $234,164	2,825 New	2,825 $220,000

Others Institutions Holding IWR

# of Institutions

1,408

Shares Held

340M

Call Options Held

130K

Put Options Held

26.6K

Bank Of America Corp Charlotte, NC

59.3M
Shares

$5.4 Billion
0.44% of portfolio
Jones Financial Companies Lllp

43M
Shares

$3.92 Billion
3.89% of portfolio
Wells Fargo & Company San Francisco, CA

33.3M
Shares

$3.03 Billion
0.68% of portfolio
Us Bancorp \De\

21.1M
Shares

$1.92 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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