Brendel Financial Advisors LLC Ishares Russell 2000 ETF Transaction History
Brendel Financial Advisors LLC
- $176 Million
- Q3 2024
A detailed history of Brendel Financial Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Brendel Financial Advisors LLC holds 3,473 shares of IWM stock, worth $799,901. This represents 0.43% of its overall portfolio holdings.
Number of Shares
3,473
Previous 3,602
3.58%
Holding current value
$799,901
Previous $731,000
4.92%
% of portfolio
0.43%
Previous 0.46%
Shares
5 transactions
Others Institutions Holding IWM
# of Institutions
2,661Shares Held
307MCall Options Held
232MPut Options Held
524M-
Bank Of America Corp Charlotte, NC40.2MShares$9.25 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY22.8MShares$5.25 Billion0.83% of portfolio
-
Morgan Stanley New York, NY18.1MShares$4.17 Billion0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA18.1MShares$4.16 Billion0.92% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A611.9MShares$2.75 Billion6.48% of portfolio