Waypoint Wealth Counsel Ishares Russell 2000 ETF Transaction History
Waypoint Wealth Counsel
- $149 Billion
- Q3 2024
A detailed history of Waypoint Wealth Counsel transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Waypoint Wealth Counsel holds 19,729 shares of IWM stock, worth $4.32 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
19,729
Previous 19,394
1.73%
Holding current value
$4.32 Million
Previous $3.93 Billion
10.75%
% of portfolio
2.93%
Previous 3.01%
Shares
8 transactions
Others Institutions Holding IWM
# of Institutions
2,544Shares Held
293MCall Options Held
232MPut Options Held
363M-
Bank Of America Corp Charlotte, NC34MShares$7.43 Billion0.62% of portfolio
-
Goldman Sachs Group Inc New York, NY22.4MShares$4.9 Billion0.78% of portfolio
-
Wells Fargo & Company San Francisco, CA20.7MShares$4.53 Billion1.03% of portfolio
-
Morgan Stanley New York, NY18.3MShares$4 Billion0.29% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A610.6MShares$2.32 Billion6.35% of portfolio