Tmd Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Tmd Wealth Management, LLC

$387 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	BUY	$67.49 - $73.03 $211,851 - $229,241	3,139 New	3,139 $229,000

Others Institutions Holding IWR

# of Institutions

1,410

Shares Held

341M

Call Options Held

130K

Put Options Held

26.6K

Bank Of America Corp Charlotte, NC

59.3M
Shares

$5.41 Billion
0.44% of portfolio
Jones Financial Companies Lllp

43M
Shares

$3.93 Billion
3.89% of portfolio
Wells Fargo & Company San Francisco, CA

33.3M
Shares

$3.04 Billion
0.68% of portfolio
Us Bancorp \De\

21.1M
Shares

$1.93 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

Ticker IWR
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tmd Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tmd Wealth Management, LLC with notifications on news.