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

Neirg Wealth Management, LLC

$0
Q4 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	BUY	$67.49 - $73.03 $1.89 Million - $2.04 Million	27,953 Added 112.81%	52,732 $3.85 Million
Q1 2023 May 04, 2023	BUY	$66.27 - $75.04 $49,371 - $55,904	745 Added 3.1%	24,779 $1.73 Million
Q4 2022 Feb 02, 2023	SELL	$62.09 - $71.89 $1.3 Million - $1.51 Million	-20,964 Reduced 46.59%	24,034 $1.62 Million
Q3 2022 Nov 07, 2022	SELL	$62.15 - $74.82 $22,622 - $27,234	-364 Reduced 0.8%	44,998 $2.8 Million
Q2 2022 Aug 04, 2022	BUY	$62.75 - $78.76 $96,007 - $120,502	1,530 Added 3.49%	45,362 $2.93 Million
Q1 2022 May 11, 2022	BUY	$72.29 - $82.89 $676,634 - $775,850	9,360 Added 27.15%	43,832 $3.42 Million
Q4 2021 Feb 07, 2022	BUY	$78.41 - $85.28 $2.7 Million - $2.94 Million	34,472 New	34,472 $2.86 Million

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

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