Caliber Wealth Management, LLC / Ks Ishares Russell 2000 ETF Transaction History
Caliber Wealth Management, LLC / Ks
- $930 Billion
- Q2 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 8,597 shares of IWM stock, worth $1.89 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,597
Previous 11,551
25.57%
Holding current value
$1.89 Million
Previous $2.3 Billion
19.5%
% of portfolio
0.2%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding IWM
# of Institutions
2,906Shares Held
315MCall Options Held
233MPut Options Held
547M-
Bank Of America Corp Charlotte, NC32.6MShares$7.19 Billion0.54% of portfolio
-
Goldman Sachs Group Inc New York, NY25.1MShares$5.54 Billion0.84% of portfolio
-
Morgan Stanley New York, NY23.2MShares$5.12 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA15.2MShares$3.35 Billion0.71% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A69.53MShares$2.1 Billion4.25% of portfolio