Kingswood Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,402 shares of IWM stock, worth $1.17 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,402
Previous 5,166
4.57%
Holding current value
$1.17 Million
Previous $1.09 Billion
0.88%
% of portfolio
0.1%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding IWM
# of Institutions
2,581Shares Held
307MCall Options Held
239MPut Options Held
413M-
Bank Of America Corp Charlotte, NC31.4MShares$6.81 Billion0.63% of portfolio
-
Goldman Sachs Group Inc New York, NY24.1MShares$5.23 Billion0.91% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$4.3 Billion1.02% of portfolio
-
Morgan Stanley New York, NY16.5MShares$3.57 Billion0.28% of portfolio
-
Black Rock Inc. New York, NY9.88MShares$2.14 Billion0.05% of portfolio