Circle Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History
Circle Wealth Management, LLC
- $5.12 Billion
- Q3 2025
A detailed history of Circle Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Circle Wealth Management, LLC holds 9,240 shares of IWR stock, worth $874,288. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,240Holding current value
$874,288% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IWR
# of Institutions
1,637Shares Held
391MCall Options Held
208KPut Options Held
28.7K-
Jones Financial Companies Lllp75.3MShares$7.13 Billion4.99% of portfolio
-
Bank Of America Corp Charlotte, NC62.4MShares$5.91 Billion0.42% of portfolio
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Wells Fargo & Company San Francisco, CA40.2MShares$3.81 Billion0.77% of portfolio
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Us Bancorp \De\13.6MShares$1.29 Billion1.59% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA12.7MShares$1.21 Billion0.76% of portfolio