Personal Cfo Solutions, LLC Ishares Russell Mid Cap ETF Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	SELL	$75.37 - $84.09 $33,765 - $37,672	-448 Reduced 15.27%	2,486 $209,000
Q4 2023 Feb 13, 2024	SELL	$64.84 - $78.27 $60,301 - $72,791	-930 Reduced 24.07%	2,934 $228,000
Q3 2023 Nov 13, 2023	BUY	$68.54 - $75.91 $264,838 - $293,316	3,864 New	3,864 $267,000
Q1 2022 May 02, 2022	SELL	$72.29 - $82.89 $236,894 - $271,630	-3,277 Closed	0 $0
Q1 2021 Apr 21, 2021	SELL	$67.45 - $75.68 $22,933 - $25,731	-340 Reduced 9.4%	3,277 $242,000
Q3 2020 Nov 02, 2020	SELL	$53.47 - $60.19 $25,986 - $29,252	-486 Reduced 11.84%	3,617 $0
Q2 2020 Aug 03, 2020	SELL	$40.64 - $57.63 $43,891 - $62,240	-1,080 Reduced 20.84%	4,103 $220,000
Q1 2020 Apr 30, 2020	SELL	$36.81 - $61.96 $11,079 - $18,649	-301 Reduced 5.49%	5,183 $224,000
Q3 2019 Nov 13, 2019	BUY	$53.6 - $57.42 $293,942 - $314,891	5,484 New	5,484 $307,000

Others Institutions Holding IWR

# of Institutions

1,408

Shares Held

340M

Call Options Held

130K

Put Options Held

26.6K

Bank Of America Corp Charlotte, NC

59.3M
Shares

$5.4 Billion
0.44% of portfolio
Jones Financial Companies Lllp

43M
Shares

$3.92 Billion
3.89% of portfolio
Wells Fargo & Company San Francisco, CA

33.3M
Shares

$3.03 Billion
0.68% of portfolio
Us Bancorp \De\

21.1M
Shares

$1.92 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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