Bergan Kdv Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 6,607 shares of IWR stock, worth $581,482. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,607
Previous 8,979
26.42%
Holding current value
$581,482
Previous $627,000
23.13%
% of portfolio
0.05%
Previous 0.06%
Shares
18 transactions
Others Institutions Holding IWR
# of Institutions
1,337Shares Held
341MCall Options Held
126KPut Options Held
14.1K-
Bank Of America Corp Charlotte, NC58.5MShares$5.15 Billion0.42% of portfolio
-
Jones Financial Companies Lllp41.3MShares$3.63 Billion3.87% of portfolio
-
Wells Fargo & Company San Francisco, CA33.4MShares$2.94 Billion0.67% of portfolio
-
Us Bancorp \De\21.2MShares$1.87 Billion2.36% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.7MShares$1.21 Billion0.74% of portfolio