Andrews, Lucia Wealth Management LLC Ishares Russell 2000 ETF Transaction History
Andrews, Lucia Wealth Management LLC
- $147 Million
- Q4 2024
A detailed history of Andrews, Lucia Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 3,570 shares of IWM stock, worth $727,530. This represents 0.53% of its overall portfolio holdings.
Number of Shares
3,570
Previous 3,570
-0.0%
Holding current value
$727,530
Previous $788,000
-0.0%
% of portfolio
0.53%
Previous 0.52%
Shares
4 transactions
Others Institutions Holding IWM
# of Institutions
2,950Shares Held
301MCall Options Held
213MPut Options Held
497M-
Bank Of America Corp Charlotte, NC33.2MShares$6.76 Billion0.63% of portfolio
-
Morgan Stanley New York, NY19.5MShares$3.98 Billion0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA19.1MShares$3.9 Billion0.98% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$3.39 Billion0.6% of portfolio
-
Black Rock Inc. New York, NY8.94MShares$1.82 Billion0.04% of portfolio