Andrews, Lucia Wealth Management LLC Ishares Russell 2000 ETF Transaction History
Andrews, Lucia Wealth Management LLC
- $140 Million
- Q1 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 $720,711. This represents 0.53% of its overall portfolio holdings.
Number of Shares
3,570
Previous 3,570
-0.0%
Holding current value
$720,711
Previous $716,000
4.75%
% of portfolio
0.53%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding IWM
# of Institutions
2,579Shares Held
306MCall Options Held
239MPut Options Held
413M-
Bank Of America Corp Charlotte, NC31.4MShares$6.34 Billion0.63% of portfolio
-
Goldman Sachs Group Inc New York, NY24.1MShares$4.87 Billion0.91% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$4 Billion1.02% of portfolio
-
Morgan Stanley New York, NY16.5MShares$3.32 Billion0.28% of portfolio
-
Black Rock Inc. New York, NY9.88MShares$1.99 Billion0.05% of portfolio