Archvest Wealth Advisors, Inc. Ishares Russell 2000 ETF Transaction History
Archvest Wealth Advisors, Inc.
- $166 Million
- Q3 2024
A detailed history of Archvest Wealth Advisors, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 17,425 shares of IWM stock, worth $4.16 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
17,425
Previous 16,224
7.4%
Holding current value
$4.16 Million
Previous $3.29 Million
16.96%
% of portfolio
2.32%
Previous 2.18%
Shares
2 transactions
Others Institutions Holding IWM
# of Institutions
2,662Shares Held
308MCall Options Held
232MPut Options Held
524M-
Bank Of America Corp Charlotte, NC40.2MShares$9.58 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY22.8MShares$5.44 Billion0.83% of portfolio
-
Morgan Stanley New York, NY18.1MShares$4.32 Billion0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA18.1MShares$4.31 Billion0.92% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A611.9MShares$2.85 Billion6.48% of portfolio