Luminvest Wealth Management LLC Ishares Russell Mid Cap ETF Call Options Transaction History
Luminvest Wealth Management LLC
- $279 Billion
 - Q2 2025
 
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding IWR
# of Institutions
1,617Shares Held
377MCall Options Held
198KPut Options Held
37.3K- 
    
      Jones Financial Companies Lllp69.7MShares$6.63 Billion4.89% of portfolio
 - 
    
      Bank Of America Corp Charlotte, NC60.8MShares$5.78 Billion0.42% of portfolio
 - 
    
      Wells Fargo & Company San Francisco, CA39.2MShares$3.73 Billion0.77% of portfolio
 - 
    
      Us Bancorp \De\13.9MShares$1.32 Billion1.64% of portfolio
 - 
    
      Pnc Financial Services Group, Inc. Pittsburgh, PA12.9MShares$1.23 Billion0.77% of portfolio