Confluence Wealth Services, Inc. Ishares Russell 2000 Gwt ETF Transaction History
Confluence Wealth Services, Inc.
- $1.21 Billion
- Q2 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 38,655 shares of IWO stock, worth $11.2 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
38,655
Previous 25,028
54.45%
Holding current value
$11.2 Million
Previous $6.78 Million
49.74%
% of portfolio
0.84%
Previous 0.62%
Shares
7 transactions
Others Institutions Holding IWO
# of Institutions
990Shares Held
33.3MCall Options Held
84KPut Options Held
36K-
Bank Of America Corp Charlotte, NC3.37MShares$980 Million0.08% of portfolio
-
Morgan Stanley New York, NY2.51MShares$728 Million0.05% of portfolio
-
Barings LLC1.55MShares$450 Million10.0% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.42MShares$414 Million1.15% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$399 Million1.21% of portfolio