Addison Advisors LLC Ishares Russell 2000 ETF Transaction History

Addison Advisors LLC

$340 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 09, 2023	BUY	$170.25 - $198.32 $851 - $991	5 Added 20.0%	30 $5,000
Q4 2022 Feb 07, 2023	BUY	$166.81 - $188.05 $4,170 - $4,701	25 New	25 $4,000

Others Institutions Holding IWM

# of Institutions

2,662

Shares Held

308M

Call Options Held

232M

Put Options Held

524M

Bank Of America Corp Charlotte, NC

40.2M
Shares

$9.68 Billion
0.75% of portfolio
Goldman Sachs Group Inc New York, NY

22.8M
Shares

$5.5 Billion
0.83% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$4.37 Billion
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

18.1M
Shares

$4.35 Billion
0.92% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

11.9M
Shares

$2.88 Billion
6.48% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Addison Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Addison Advisors LLC with notifications on news.