Circle Wealth Management, LLC Ishares Russell 2000 ETF Transaction History
Circle Wealth Management, LLC
- $4.34 Billion
- Q2 2024
A detailed history of Circle Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Circle Wealth Management, LLC holds 31,925 shares of IWM stock, worth $6.99 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
31,925
Previous 31,918
0.02%
Holding current value
$6.99 Million
Previous $6.71 Million
3.5%
% of portfolio
0.15%
Previous 0.17%
Shares
23 transactions
Others Institutions Holding IWM
# of Institutions
2,544Shares Held
293MCall Options Held
232MPut Options Held
363M-
Bank Of America Corp Charlotte, NC34MShares$7.43 Billion0.62% of portfolio
-
Goldman Sachs Group Inc New York, NY22.4MShares$4.9 Billion0.78% of portfolio
-
Wells Fargo & Company San Francisco, CA20.7MShares$4.53 Billion1.03% of portfolio
-
Morgan Stanley New York, NY18.3MShares$4 Billion0.29% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A610.6MShares$2.32 Billion6.35% of portfolio