Von Berge Wealth Management Group, LLC Ishares Russell Mid Cap ETF Transaction History
Von Berge Wealth Management Group, LLC
- $158 Million
- Q4 2024
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 3,314 shares of IWR stock, worth $280,463. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,314
Previous 3,312
0.06%
Holding current value
$280,463
Previous $291,000
0.34%
% of portfolio
0.19%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding IWR
# of Institutions
1,540Shares Held
366MCall Options Held
180KPut Options Held
19.1K-
Jones Financial Companies Lllp62.2MShares$5.26 Billion5.25% of portfolio
-
Bank Of America Corp Charlotte, NC61.6MShares$5.22 Billion0.47% of portfolio
-
Wells Fargo & Company San Francisco, CA34.2MShares$2.89 Billion0.7% of portfolio
-
Us Bancorp \De\18.9MShares$1.6 Billion2.21% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.4MShares$1.14 Billion0.8% of portfolio