Mine & Arao Wealth Creation & Management, Llc. Ishares Russell Mid Cap ETF Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$215 Million
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	BUY	$64.84 - $78.27 $3,177 - $3,835	49 Added 3.44%	1,472 $114,000
Q3 2023 Nov 15, 2023	SELL	$68.54 - $75.91 $9,664 - $10,703	-141 Reduced 9.02%	1,423 $98,000
Q2 2023 Aug 07, 2023	SELL	$67.49 - $73.03 $67 - $73	-1 Reduced 0.06%	1,564 $114,000
Q4 2022 Feb 03, 2023	BUY	$62.09 - $71.89 $62 - $71	1 Added 0.06%	1,565 $105,000
Q2 2022 Aug 16, 2022	BUY	$62.75 - $78.76 $313 - $393	5 Added 0.32%	1,564 $101,000
Q2 2021 Aug 09, 2021	BUY	$74.82 - $79.61 $5,237 - $5,572	70 Added 4.7%	1,559 $124,000
Q1 2021 May 14, 2021	BUY	$67.45 - $75.68 $61,177 - $68,641	907 Added 155.84%	1,489 $110,000
Q4 2020 Feb 08, 2021	BUY	$57.75 - $68.61 $24,370 - $28,953	422 Added 263.75%	582 $40,000
Q3 2020 Nov 13, 2020	BUY	$53.47 - $60.19 $8,555 - $9,630	160 New	160 $9,000

Others Institutions Holding IWR

# of Institutions

1,411

Shares Held

340M

Call Options Held

130K

Put Options Held

26.6K

Bank Of America Corp Charlotte, NC

59.3M
Shares

$5.2 Billion
0.44% of portfolio
Jones Financial Companies Lllp

43M
Shares

$3.77 Billion
3.89% of portfolio
Wells Fargo & Company San Francisco, CA

33.3M
Shares

$2.92 Billion
0.68% of portfolio
Us Bancorp \De\

21.1M
Shares

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

13.5M
Shares

$1.18 Billion
0.76% of portfolio

View Full List

About ISHARES RUSSELL MID-CAP ETF

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