York Bridge Wealth Partners, LLC Ishares Russell Mid Cap ETF Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
A detailed history of York Bridge Wealth Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 48,780 shares of IWR stock, worth $4.14 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
48,780
Previous 48,780
-0.0%
Holding current value
$4.14 Million
Previous $3.03 Million
8.51%
% of portfolio
0.84%
Previous 0.78%
Shares
9 transactions
Others Institutions Holding IWR
# of Institutions
1,536Shares Held
366MCall Options Held
180KPut Options Held
19.1K-
Jones Financial Companies Lllp62.2MShares$5.28 Billion5.25% of portfolio
-
Bank Of America Corp Charlotte, NC61.6MShares$5.23 Billion0.47% of portfolio
-
Wells Fargo & Company San Francisco, CA34.2MShares$2.9 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