Syverson Strege & CO Ishares Russell Mid Cap ETF Transaction History

Syverson Strege & CO

$277 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	BUY	$66.27 - $75.04 $132 - $150	2 Added 0.44%	458 $32,000
Q4 2022 Feb 06, 2023	BUY	$62.09 - $71.89 $124 - $143	2 Added 0.44%	456 $30,000
Q3 2022 Nov 09, 2022	BUY	$62.15 - $74.82 $186 - $224	3 Added 0.67%	454 $28,000
Q2 2022 Aug 11, 2022	BUY	$62.75 - $78.76 $62 - $78	1 Added 0.22%	451 $29,000
Q1 2022 Apr 13, 2022	BUY	$72.29 - $82.89 $72 - $82	1 Added 0.22%	450 $35,000
Q4 2021 Jan 19, 2022	BUY	$78.41 - $85.28 $156 - $170	2 Added 0.45%	449 $37,000
Q3 2021 Nov 02, 2021	BUY	$76.44 - $82.59 $76 - $82	1 Added 0.22%	447 $35,000
Q2 2021 Aug 04, 2021	BUY	$74.82 - $79.61 $74 - $79	1 Added 0.22%	446 $35,000
Q1 2021 May 07, 2021	BUY	$67.45 - $75.68 $67 - $75	1 Added 0.23%	445 $33,000
Q4 2020 Feb 03, 2021	BUY	$57.75 - $68.61 $25,641 - $30,462	444 New	444 $30,000

Others Institutions Holding IWR

# of Institutions

1,437

Shares Held

340M

Call Options Held

130K

Put Options Held

26.6K

Bank Of America Corp Charlotte, NC

59.3M
Shares

$5.49 Billion
0.44% of portfolio
Jones Financial Companies Lllp

43M
Shares

$3.98 Billion
3.89% of portfolio
Wells Fargo & Company San Francisco, CA

33.3M
Shares

$3.08 Billion
0.68% of portfolio
Us Bancorp \De\

21.1M
Shares

$1.96 Billion
2.41% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

13.5M
Shares

$1.25 Billion
0.76% of portfolio

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
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