Bordeaux Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History
Bordeaux Wealth Advisors LLC
- $551 Million
- Q3 2024
A detailed history of Bordeaux Wealth Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 1,234 shares of IWM stock, worth $273,849. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,234
Previous 1,091
13.11%
Holding current value
$273,849
Previous $221,000
23.08%
% of portfolio
0.05%
Previous 0.04%
Shares
15 transactions
Others Institutions Holding IWM
# of Institutions
2,663Shares Held
308MCall Options Held
232MPut Options Held
524M-
Bank Of America Corp Charlotte, NC40.2MShares$8.91 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY22.8MShares$5.06 Billion0.83% of portfolio
-
Morgan Stanley New York, NY18.1MShares$4.02 Billion0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA18.1MShares$4.01 Billion0.92% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A611.9MShares$2.65 Billion6.48% of portfolio