Heritage Oak Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History

Heritage Oak Wealth Advisors LLC

  • $217 Billion
  • Q3 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 9,016 shares of IWM stock, worth $2.13 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
9,016
Holding current value
$2.13 Million
% of portfolio
0.92%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$200.87 - $224.6 $1.81 Million - $2.02 Million
9,016 New
9,016 $1.99 Billion

Others Institutions Holding IWM

# of Institutions
2,598
Shares Held
297M
Call Options Held
230M
Put Options Held
366M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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