Acorn Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Acorn Wealth Advisors, LLC

$194 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 13, 2018	SELL	$52.87 - $56.02 $19,138 - $20,279	-362 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$49.53 - $52.32 $17,929 - $18,939	362	362 $77,000

Others Institutions Holding IWR

# of Institutions

1,361

Shares Held

341M

Call Options Held

131K

Put Options Held

14.1K

Bank Of America Corp Charlotte, NC

58.5M
Shares

$5.13 Billion
0.42% of portfolio
Jones Financial Companies Lllp

41.3M
Shares

$3.62 Billion
3.87% of portfolio
Wells Fargo & Company San Francisco, CA

33.4M
Shares

$2.93 Billion
0.67% of portfolio
Us Bancorp \De\

21.1M
Shares

$1.85 Billion
2.41% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

13.7M
Shares

$1.2 Billion
0.74% of portfolio

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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