Clientfirst Wealth Management, LLC Ishares Russell 2000 ETF Transaction History
Clientfirst Wealth Management, LLC
- $82.6 Million
- Q3 2023
A detailed history of Clientfirst Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 5,852 shares of IWM stock, worth $1.32 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
5,852
Previous 7,170
18.38%
Holding current value
$1.32 Million
Previous $1.34 Million
22.95%
% of portfolio
1.25%
Previous 1.58%
Shares
5 transactions
Others Institutions Holding IWM
# of Institutions
2,547Shares Held
294MCall Options Held
232MPut Options Held
363M-
Bank Of America Corp Charlotte, NC34MShares$7.66 Billion0.62% of portfolio
-
Goldman Sachs Group Inc New York, NY22.4MShares$5.05 Billion0.78% of portfolio
-
Wells Fargo & Company San Francisco, CA20.7MShares$4.67 Billion1.03% of portfolio
-
Morgan Stanley New York, NY18.3MShares$4.12 Billion0.29% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A610.6MShares$2.4 Billion6.35% of portfolio