Up Strategic Wealth Investment Advisors LLC Ishares Russell 2000 ETF Transaction History
Up Strategic Wealth Investment Advisors LLC
- $89.3 Billion
- Q3 2024
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 1,960 shares of IWM stock, worth $467,381. This represents 0.48% of its overall portfolio holdings.
Number of Shares
1,960
Previous 1,960
-0.0%
Holding current value
$467,381
Previous $398 Million
8.87%
% of portfolio
0.48%
Previous 0.6%
Shares
1 transactions
Others Institutions Holding IWM
# of Institutions
2,662Shares Held
308MCall Options Held
232MPut Options Held
524M-
Bank Of America Corp Charlotte, NC40.2MShares$9.58 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY22.8MShares$5.44 Billion0.83% of portfolio
-
Morgan Stanley New York, NY18.1MShares$4.32 Billion0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA18.1MShares$4.31 Billion0.92% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A611.9MShares$2.85 Billion6.48% of portfolio