Confluence Wealth Services, Inc. Ishares Russell 2000 Gwt ETF Transaction History
Confluence Wealth Services, Inc.
- $1.38 Billion
- Q4 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 48,438 shares of IWO stock, worth $12.7 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
48,438
Previous 42,827
13.1%
Holding current value
$12.7 Million
Previous $12.2 Million
14.63%
% of portfolio
1.01%
Previous 0.93%
Shares
9 transactions
Others Institutions Holding IWO
# of Institutions
1,167Shares Held
35.3MCall Options Held
174KPut Options Held
60.5K-
Bank Of America Corp Charlotte, NC3.63MShares$955 Million0.09% of portfolio
-
Morgan Stanley New York, NY2.55MShares$670 Million0.05% of portfolio
-
Barings LLC1.54MShares$406 Million10.99% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.51MShares$397 Million1.32% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$361 Million1.21% of portfolio