Keebeck Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Keebeck Wealth Management, LLC

$655 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$68.54 - $75.91 $468,128 - $518,465	6,830 New	6,830 $472,000

Others Institutions Holding IWR

# of Institutions

1,536

Shares Held

382M

Call Options Held

151K

Put Options Held

163K

Jones Financial Companies Lllp

66.1M
Shares

$5.91 Billion
1.89% of portfolio
Bank Of America Corp Charlotte, NC

62.5M
Shares

$5.58 Billion
0.44% of portfolio
Wells Fargo & Company San Francisco, CA

38.3M
Shares

$3.42 Billion
0.76% of portfolio
Us Bancorp \De\

19.3M
Shares

$1.73 Billion
2.22% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

13.2M
Shares

$1.18 Billion
0.59% of portfolio

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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