Northwest Financial Advisors Ishares Russell Mid Cap ETF Transaction History

Northwest Financial Advisors

$145 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	BUY	$75.37 - $84.09 $3,768 - $4,204	50 New	50 $4.21 Million

Others Institutions Holding IWR

# of Institutions

1,336

Shares Held

341M

Call Options Held

126K

Put Options Held

14.1K

Bank Of America Corp Charlotte, NC

58.5M
Shares

$4.95 Billion
0.42% of portfolio
Jones Financial Companies Lllp

41.3M
Shares

$3.49 Billion
3.87% of portfolio
Wells Fargo & Company San Francisco, CA

33.4M
Shares

$2.82 Billion
0.67% of portfolio
Us Bancorp \De\

21.2M
Shares

$1.8 Billion
2.36% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

13.7M
Shares

$1.16 Billion
0.74% of portfolio

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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