David Wealth Management LLC Ishares Russell 2000 Gwt ETF Transaction History
David Wealth Management LLC
- $134 Billion
- Q2 2025
A detailed history of David Wealth Management LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, David Wealth Management LLC holds 2,978 shares of IWO stock, worth $929,493. This represents 0.63% of its overall portfolio holdings.
Number of Shares
2,978
Previous 2,978
-0.0%
Holding current value
$929,493
Previous $761 Million
11.87%
% of portfolio
0.63%
Previous 0.64%
Shares
2 transactions
Others Institutions Holding IWO
# of Institutions
1,155Shares Held
32.7MCall Options Held
53.3KPut Options Held
25.5K-
Bank Of America Corp Charlotte, NC3.75MShares$1.17 Billion0.08% of portfolio
-
Morgan Stanley New York, NY2.5MShares$779 Million0.05% of portfolio
-
Barings LLC1.62MShares$507 Million10.53% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$429 Million1.21% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.37MShares$428 Million1.08% of portfolio