1 North Wealth Services LLC Ishares Russell 2000 ETF Transaction History

1 North Wealth Services LLC

$236 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	SELL	$216.13 - $242.4 $58,571 - $65,690	-271 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$146.46 - $166.68 $39,690 - $45,170	271 New	271 $45,000

Others Institutions Holding IWM

# of Institutions

2,846

Shares Held

306M

Call Options Held

228M

Put Options Held

521M

Bank Of America Corp Charlotte, NC

40.2M
Shares

$8.98 Billion
0.75% of portfolio
Wells Fargo & Company San Francisco, CA

19.1M
Shares

$4.28 Billion
0.98% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$4.05 Billion
0.3% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$3.72 Billion
0.6% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

11.9M
Shares

$2.67 Billion
6.48% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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