David Wealth Management LLC Ishares Russell 2000 Gwt ETF Transaction History
David Wealth Management LLC
- $120 Billion
- Q1 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 $722,313. This represents 0.64% of its overall portfolio holdings.
Number of Shares
2,978
Previous 2,979
0.03%
Holding current value
$722,313
Previous $857 Million
11.25%
% of portfolio
0.64%
Previous 0.71%
Shares
2 transactions
Others Institutions Holding IWO
# of Institutions
1,154Shares Held
34.6MCall Options Held
174KPut Options Held
60.5K-
Bank Of America Corp Charlotte, NC3.63MShares$881 Million0.09% of portfolio
-
Morgan Stanley New York, NY2.55MShares$618 Million0.05% of portfolio
-
Barings LLC1.54MShares$375 Million10.99% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.51MShares$366 Million1.32% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$333 Million1.21% of portfolio