Kestra Private Wealth Services, LLC Ishares Russell Mid Cap ETF Transaction History
Kestra Private Wealth Services, LLC
- $5.67 Billion
- Q4 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 75,647 shares of IWR stock, worth $6.98 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
75,647
Previous 74,092
2.1%
Holding current value
$6.98 Million
Previous $6.53 Million
2.4%
% of portfolio
0.12%
Previous 0.12%
Shares
14 transactions
Others Institutions Holding IWR
# of Institutions
1,527Shares Held
366MCall Options Held
180KPut Options Held
19.1K-
Jones Financial Companies Lllp62.2MShares$5.74 Billion5.25% of portfolio
-
Bank Of America Corp Charlotte, NC61.6MShares$5.69 Billion0.47% of portfolio
-
Wells Fargo & Company San Francisco, CA34.2MShares$3.15 Billion0.7% of portfolio
-
Us Bancorp \De\18.9MShares$1.75 Billion2.21% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.4MShares$1.24 Billion0.8% of portfolio