Alan B. Lancz & Associates, Inc. Ishares Russell 2000 ETF Transaction History

Alan B. Lancz & Associates, Inc.

$97.3 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	BUY	$163.9 - $207.91 $131,120 - $166,328	800 New	800 $150,000

Others Institutions Holding IWM

# of Institutions

2,923

Shares Held

308M

Call Options Held

193M

Put Options Held

451M

Bank Of America Corp Charlotte, NC

33.2M
Shares

$7.53 Billion
0.63% of portfolio
Morgan Stanley New York, NY

19.5M
Shares

$4.44 Billion
0.31% of portfolio
Wells Fargo & Company San Francisco, CA

19.1M
Shares

$4.35 Billion
0.98% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$3.78 Billion
0.6% of portfolio
Black Rock Inc. New York, NY

8.94M
Shares

$2.03 Billion
0.04% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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