Icon Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Icon Wealth Advisors, LLC

$3.4 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Jan 25, 2023	BUY	$62.15 - $74.82 $163,640 - $197,001	2,633 New	2,633 $164,000

Others Institutions Holding IWR

# of Institutions

1,410

Shares Held

341M

Call Options Held

130K

Put Options Held

26.6K

Bank Of America Corp Charlotte, NC

59.3M
Shares

$5.41 Billion
0.44% of portfolio
Jones Financial Companies Lllp

43M
Shares

$3.93 Billion
3.89% of portfolio
Wells Fargo & Company San Francisco, CA

33.3M
Shares

$3.04 Billion
0.68% of portfolio
Us Bancorp \De\

21.1M
Shares

$1.93 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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