Curio Wealth, LLC Ishares Russell Mid Cap ETF Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Curio Wealth, LLC holds 9,703 shares of IWR stock, worth $894,228. This represents 0.46% of its overall portfolio holdings.

Number of Shares

9,703

Holding current value

$894,228

% of portfolio

0.46%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$87.25 - $95.52 $846,586 - $926,830	9,703 New	9,703 $858 Million

Others Institutions Holding IWR

# of Institutions

1,483

Shares Held

362M

Call Options Held

126K

Put Options Held

26.6K

Jones Financial Companies Lllp

62.2M
Shares

$5.73 Billion
5.25% of portfolio
Bank Of America Corp Charlotte, NC

59.3M
Shares

$5.46 Billion
0.44% of portfolio
Wells Fargo & Company San Francisco, CA

33.3M
Shares

$3.07 Billion
0.68% of portfolio
Us Bancorp \De\

18.9M
Shares

$1.74 Billion
2.21% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

13.4M
Shares

$1.24 Billion
0.8% of portfolio

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About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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