Sugarloaf Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding IWR
# of Institutions
1,536Shares Held
382MCall Options Held
151KPut Options Held
163K-
Jones Financial Companies Lllp66.1MShares$5.8 Billion1.89% of portfolio
-
Bank Of America Corp Charlotte, NC62.5MShares$5.48 Billion0.44% of portfolio
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Wells Fargo & Company San Francisco, CA38.3MShares$3.36 Billion0.76% of portfolio
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Us Bancorp \De\19.3MShares$1.69 Billion2.22% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA13.2MShares$1.15 Billion0.59% of portfolio