Mittelman Wealth Management Ishares Russell 2000 ETF Transaction History
Mittelman Wealth Management
- $111 Billion
- Q1 2025
A detailed history of Mittelman Wealth Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Mittelman Wealth Management holds 4,765 shares of IWM stock, worth $996,885. This represents 0.86% of its overall portfolio holdings.
Number of Shares
4,765
Previous 4,755
0.21%
Holding current value
$996,885
Previous $1.05 Billion
9.51%
% of portfolio
0.86%
Previous 0.98%
Shares
2 transactions
Others Institutions Holding IWM
# of Institutions
2,860Shares Held
319MCall Options Held
230MPut Options Held
543M-
Bank Of America Corp Charlotte, NC32.6MShares$6.82 Billion0.54% of portfolio
-
Goldman Sachs Group Inc New York, NY25.1MShares$5.26 Billion0.84% of portfolio
-
Morgan Stanley New York, NY23.2MShares$4.86 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA15.2MShares$3.19 Billion0.71% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A69.53MShares$1.99 Billion4.25% of portfolio