Luminvest Wealth Management LLC Ishares Russell 2000 ETF Transaction History
Luminvest Wealth Management LLC
- $248 Billion
- Q4 2024
A detailed history of Luminvest Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 924 shares of IWM stock, worth $206,624. This represents 0.08% of its overall portfolio holdings.
Number of Shares
924
Previous 924
-0.0%
Holding current value
$206,624
Previous $208 Million
2.08%
% of portfolio
0.08%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding IWM
# of Institutions
2,846Shares Held
306MCall Options Held
228MPut Options Held
521M-
Bank Of America Corp Charlotte, NC40.2MShares$8.98 Billion0.75% of portfolio
-
Wells Fargo & Company San Francisco, CA19.1MShares$4.28 Billion0.98% of portfolio
-
Morgan Stanley New York, NY18.1MShares$4.05 Billion0.3% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$3.72 Billion0.6% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A611.9MShares$2.67 Billion6.48% of portfolio