Concord Wealth Partners Ishares Russell 2000 ETF Transaction History
Concord Wealth Partners
- $559 Million
- Q2 2024
A detailed history of Concord Wealth Partners transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Concord Wealth Partners holds 2,143 shares of IWM stock, worth $483,567. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,143
Previous 2,205
2.81%
Holding current value
$483,567
Previous $463,000
6.26%
% of portfolio
0.08%
Previous 0.08%
Shares
14 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