Affinia Financial Group, LLC Ishares Russell 2000 ETF Transaction History

Affinia Financial Group, LLC

$142 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$99.9 - $169.53 $200,399 - $340,077	-2,006 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$146.46 - $166.68 $293,798 - $334,360	2,006 New	2,006 $283,000

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 Affinia Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Affinia Financial Group, LLC with notifications on news.