1858 Wealth Management, LLC Ishares Russell 2000 ETF Transaction History
1858 Wealth Management, LLC
- $126 Billion
- Q4 2024
A detailed history of 1858 Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, 1858 Wealth Management, LLC holds 5,431 shares of IWM stock, worth $1.09 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
5,431
Previous 4,111
32.11%
Holding current value
$1.09 Million
Previous $908 Million
32.15%
% of portfolio
0.95%
Previous 0.75%
Shares
2 transactions
Others Institutions Holding IWM
# of Institutions
2,945Shares Held
302MCall Options Held
213MPut Options Held
497M-
Bank Of America Corp Charlotte, NC33.2MShares$6.67 Billion0.63% of portfolio
-
Morgan Stanley New York, NY19.5MShares$3.93 Billion0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA19.1MShares$3.85 Billion0.98% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$3.35 Billion0.6% of portfolio
-
Black Rock Inc. New York, NY8.94MShares$1.8 Billion0.04% of portfolio