Peterson Financial Group, Inc. Ishares Russell Mid Cap ETF Transaction History

Peterson Financial Group, Inc.

$16.4 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 24, 2024	BUY	$75.37 - $84.09 $14,244 - $15,893	189 Added 0.9%	21,081 $1.77 Million
Q4 2023 Feb 12, 2024	BUY	$64.84 - $78.27 $4,214 - $5,087	65 Added 0.31%	20,892 $1.62 Million
Q3 2023 Oct 31, 2023	BUY	$68.54 - $75.91 $71,075 - $78,718	1,037 Added 5.24%	20,827 $1.44 Million
Q2 2023 Aug 04, 2023	BUY	$67.49 - $73.03 $4,454 - $4,819	66 Added 0.33%	19,790 $1.45 Million
Q1 2023 Apr 25, 2023	BUY	$66.27 - $75.04 $38,701 - $43,823	584 Added 3.05%	19,724 $1.38 Million
Q4 2022 Feb 03, 2023	SELL	$65.92 - $71.89 $67,831 - $73,974	-1,029 Reduced 5.1%	19,140 $1.29 Million
Q3 2022 Oct 17, 2022	BUY	$63.62 - $74.82 $99,565 - $117,093	1,565 Added 8.41%	20,169 $1.25 Million
Q2 2022 Jul 20, 2022	BUY	$62.75 - $78.76 $166,162 - $208,556	2,648 Added 16.6%	18,604 $1.2 Million
Q1 2022 Jul 19, 2022	SELL	$72.29 - $82.89 $103,808 - $119,030	-1,436 Reduced 8.26%	15,956 $1.25 Million
Q1 2022 Apr 18, 2022	SELL	$72.29 - $82.89 $2.43 Million - $2.78 Million	-33,587 Reduced 65.88%	17,392 $1.36 Million
Q4 2021 Jan 31, 2022	BUY	$78.41 - $85.28 $4 Million - $4.35 Million	50,979 New	50,979 $4.23 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

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