Capital Advisory Group Advisory Services, LLC Ishares Russell Mid Cap ETF Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 29, 2022	BUY	$72.29 - $82.89 $5,783 - $6,631	80 New	80 $6,000
Q4 2021 Feb 15, 2022	SELL	$78.41 - $85.28 $6,272 - $6,822	-80 Closed	0 $0
Q4 2018 May 28, 2020	BUY	$43.7 - $54.95 $3,496 - $4,396	80 New	80 $4,000

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

$5.6 Billion
0.44% of portfolio
Jones Financial Companies Lllp

43M
Shares

$4.06 Billion
3.89% of portfolio
Wells Fargo & Company San Francisco, CA

33.3M
Shares

$3.14 Billion
0.68% of portfolio
Us Bancorp \De\

21.1M
Shares

$1.99 Billion
2.41% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

13.5M
Shares

$1.28 Billion
0.76% of portfolio

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About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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