Axim Planning & Wealth Ishares Russell 2000 ETF Transaction History

Axim Planning & Wealth

$83.5 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$164.17 - $201.07 $32,669 - $40,012	199 Added 6633.33%	202 $33,000
Q2 2022 Oct 13, 2022	BUY	$163.9 - $207.91 $491 - $623	3 New	3 $1,000

Others Institutions Holding IWM

# of Institutions

2,547

Shares Held

294M

Call Options Held

232M

Put Options Held

363M

Bank Of America Corp Charlotte, NC

34M
Shares

$7.66 Billion
0.62% of portfolio
Goldman Sachs Group Inc New York, NY

22.4M
Shares

$5.05 Billion
0.78% of portfolio
Wells Fargo & Company San Francisco, CA

20.7M
Shares

$4.67 Billion
1.03% of portfolio
Morgan Stanley New York, NY

18.3M
Shares

$4.12 Billion
0.29% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

10.6M
Shares

$2.4 Billion
6.35% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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