Von Berge Wealth Management Group, LLC Ishares Russell Mid Cap ETF Transaction History
Von Berge Wealth Management Group, LLC
- $156 Million
- Q1 2025
A detailed history of Von Berge Wealth Management Group, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 3,316 shares of IWR stock, worth $276,454. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,316
Previous 3,314
0.06%
Holding current value
$276,454
Previous $292,000
3.42%
% of portfolio
0.18%
Previous 0.19%
Shares
6 transactions
Others Institutions Holding IWR
# of Institutions
1,535Shares Held
368MCall Options Held
180KPut Options Held
19.1K-
Jones Financial Companies Lllp62.2MShares$5.19 Billion5.25% of portfolio
-
Bank Of America Corp Charlotte, NC61.6MShares$5.14 Billion0.47% of portfolio
-
Wells Fargo & Company San Francisco, CA34.2MShares$2.85 Billion0.7% of portfolio
-
Us Bancorp \De\18.9MShares$1.58 Billion2.21% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.4MShares$1.12 Billion0.8% of portfolio