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 $976,396. This represents 0.63% of its overall portfolio holdings.
Number of Shares
2,978
Previous 2,978
-0.0%
Holding current value
$976,396
Previous $761 Million
11.87%
% of portfolio
0.63%
Previous 0.64%
Shares
2 transactions
Others Institutions Holding IWO
# of Institutions
1,128Shares Held
33.3MCall Options Held
45.7KPut Options Held
26.2K-
Bank Of America Corp Charlotte, NC3.93MShares$1.29 Billion0.08% of portfolio
-
Morgan Stanley New York, NY2.65MShares$869 Million0.05% of portfolio
-
Barings LLC1.67MShares$548 Million11.73% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.38MShares$451 Million1.03% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$450 Million1.21% of portfolio