Alaethes Wealth LLC Ishares Russell Mid Cap ETF Transaction History

Alaethes Wealth LLC

$236 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$62.75 - $78.76 $150,600 - $189,024	-2,400 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$74.82 - $79.61 $179,567 - $191,064	2,400 New	2,400 $190,000

Others Institutions Holding IWR

# of Institutions

1,364

Shares Held

341M

Call Options Held

131K

Put Options Held

21.9K

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
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