Confluence Wealth Services, Inc. Ishares Russell 2000 ETF Transaction History
Confluence Wealth Services, Inc.
- $1.52 Billion
- Q1 2025
A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 5,647 shares of IWM stock, worth $1.07 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,647
Previous 5,401
4.55%
Holding current value
$1.07 Million
Previous $1.19 Million
5.62%
% of portfolio
0.07%
Previous 0.09%
Shares
11 transactions
Others Institutions Holding IWM
# of Institutions
2,909Shares Held
301MCall Options Held
213MPut Options Held
497M-
Bank Of America Corp Charlotte, NC33.2MShares$6.31 Billion0.63% of portfolio
-
Morgan Stanley New York, NY19.5MShares$3.72 Billion0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA19.1MShares$3.64 Billion0.98% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$3.17 Billion0.6% of portfolio
-
Black Rock Inc. New York, NY8.94MShares$1.7 Billion0.04% of portfolio