Alteri Wealth LLC Ishares Russell 2000 ETF Transaction History

Alteri Wealth LLC

$361 Billion
Q4 2024

A detailed history of Alteri Wealth LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Alteri Wealth LLC holds 946 shares of IWM stock, worth $214,940. This represents 0.06% of its overall portfolio holdings.

Number of Shares

946

Holding current value

$214,940

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$216.13 - $242.4 $204,458 - $229,310	946 New	946 $209 Million

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

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About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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