Big Sur Wealth Management LLC Ishares Russell 2000 ETF Transaction History
Big Sur Wealth Management LLC
- $319 Million
- Q2 2024
A detailed history of Big Sur Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 10,060 shares of IWM stock, worth $2.22 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
10,060
Previous 8,610
16.84%
Holding current value
$2.22 Million
Previous $1.81 Million
12.76%
% of portfolio
0.64%
Previous 0.58%
Shares
15 transactions
Others Institutions Holding IWM
# of Institutions
2,545Shares Held
294MCall Options Held
232MPut Options Held
363M-
Bank Of America Corp Charlotte, NC34MShares$7.48 Billion0.62% of portfolio
-
Goldman Sachs Group Inc New York, NY22.4MShares$4.94 Billion0.78% of portfolio
-
Wells Fargo & Company San Francisco, CA20.7MShares$4.56 Billion1.03% of portfolio
-
Morgan Stanley New York, NY18.3MShares$4.02 Billion0.29% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A610.6MShares$2.34 Billion6.35% of portfolio