David Wealth Management LLC Ishares Russell 2000 ETF Transaction History
David Wealth Management LLC
- $120 Billion
- Q1 2025
A detailed history of David Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, David Wealth Management LLC holds 1,735 shares of IWM stock, worth $362,979. This represents 0.29% of its overall portfolio holdings.
Number of Shares
1,735
Previous 1,735
-0.0%
Holding current value
$362,979
Previous $383 Million
9.72%
% of portfolio
0.29%
Previous 0.32%
Shares
1 transactions
Others Institutions Holding IWM
# of Institutions
2,860Shares Held
319MCall Options Held
230MPut Options Held
543M-
Bank Of America Corp Charlotte, NC32.6MShares$6.82 Billion0.54% of portfolio
-
Goldman Sachs Group Inc New York, NY25.1MShares$5.26 Billion0.84% of portfolio
-
Morgan Stanley New York, NY23.2MShares$4.86 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA15.2MShares$3.19 Billion0.71% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A69.53MShares$1.99 Billion4.25% of portfolio