Paragon Private Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History
Paragon Private Wealth Management, LLC
- $172 Million
- Q2 2024
A detailed history of Paragon Private Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 54,166 shares of IWR stock, worth $4.77 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
54,166
Previous 46,926
15.43%
Holding current value
$4.77 Million
Previous $3.95 Million
11.28%
% of portfolio
2.55%
Previous 2.42%
Shares
6 transactions
Others Institutions Holding IWR
# of Institutions
1,337Shares Held
341MCall Options Held
126KPut Options Held
14.1K-
Bank Of America Corp Charlotte, NC58.5MShares$5.15 Billion0.42% of portfolio
-
Jones Financial Companies Lllp41.3MShares$3.63 Billion3.87% of portfolio
-
Wells Fargo & Company San Francisco, CA33.4MShares$2.94 Billion0.67% of portfolio
-
Us Bancorp \De\21.2MShares$1.87 Billion2.36% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.7MShares$1.21 Billion0.74% of portfolio