Winch Advisory Services, LLC Ishares Russell Mid Cap ETF Transaction History

Winch Advisory Services, LLC

$345 Million
Q3 2024

A detailed history of Winch Advisory Services, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Winch Advisory Services, LLC holds 13 shares of IWR stock, worth $1,198. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,198

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 21, 2024	BUY	$79.92 - $88.19 $1,038 - $1,146	13 New	13 $1,000

Others Institutions Holding IWR

# of Institutions

1,408

Shares Held

340M

Call Options Held

130K

Put Options Held

26.6K

Bank Of America Corp Charlotte, NC

59.3M
Shares

$5.47 Billion
0.44% of portfolio
Jones Financial Companies Lllp

43M
Shares

$3.96 Billion
3.89% of portfolio
Wells Fargo & Company San Francisco, CA

33.3M
Shares

$3.07 Billion
0.68% of portfolio
Us Bancorp \De\

21.1M
Shares

$1.95 Billion
2.41% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

13.5M
Shares

$1.25 Billion
0.76% of portfolio

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About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Winch Advisory Services, LLC Ishares Russell Mid Cap ETF Transaction History