Concentric Wealth Management, LLC Ishares Russell 2000 ETF Transaction History
Concentric Wealth Management, LLC
- $379 Million
- Q2 2024
A detailed history of Concentric Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 1,993 shares of IWM stock, worth $449,720. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,993
Previous 1,993
-0.0%
Holding current value
$449,720
Previous $419,000
3.58%
% of portfolio
0.11%
Previous 0.11%
Shares
26 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