Up Strategic Wealth Investment Advisors LLC Ishares Russell 2000 ETF Transaction History
Up Strategic Wealth Investment Advisors LLC
- $66 Billion
- Q2 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 $466,715. This represents 0.6% of its overall portfolio holdings.
Number of Shares
1,960
Previous 1,960
-0.0%
Holding current value
$466,715
Previous $412 Million
3.52%
% of portfolio
0.6%
Previous 0.67%
Shares
1 transactions
Others Institutions Holding IWM
# of Institutions
2,606Shares Held
300MCall Options Held
230MPut Options Held
366M-
Bank Of America Corp Charlotte, NC34MShares$8.08 Billion0.62% of portfolio
-
Goldman Sachs Group Inc New York, NY22.4MShares$5.33 Billion0.78% of portfolio
-
Wells Fargo & Company San Francisco, CA20.7MShares$4.93 Billion1.03% of portfolio
-
Morgan Stanley New York, NY18.3MShares$4.35 Billion0.29% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A610.6MShares$2.53 Billion6.35% of portfolio