Taylor & Morgan Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History
Taylor & Morgan Wealth Management, LLC
- $146 Million
- Q3 2024
A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 111,358 shares of IWR stock, worth $9.77 Million. This represents 6.72% of its overall portfolio holdings.
Number of Shares
111,358
Previous 110,043
1.19%
Holding current value
$9.77 Million
Previous $8.92 Million
10.01%
% of portfolio
6.72%
Previous 6.4%
Shares
12 transactions
Others Institutions Holding IWR
# of Institutions
1,364Shares Held
341MCall Options Held
131KPut Options Held
21.9K-
Bank Of America Corp Charlotte, NC58.5MShares$5.13 Billion0.42% of portfolio
-
Jones Financial Companies Lllp41.3MShares$3.62 Billion3.87% of portfolio
-
Wells Fargo & Company San Francisco, CA33.4MShares$2.93 Billion0.67% of portfolio
-
Us Bancorp \De\21.1MShares$1.85 Billion2.41% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.7MShares$1.2 Billion0.74% of portfolio