Dougherty Wealth Advisers LLC Ishares Russell 2000 ETF Transaction History
Dougherty Wealth Advisers LLC
- $125 Million
- Q3 2024
A detailed history of Dougherty Wealth Advisers LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 177 shares of IWM stock, worth $39,279. This represents 0.03% of its overall portfolio holdings.
Number of Shares
177
Previous 177
-0.0%
Holding current value
$39,279
Previous $35,000
11.43%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding IWM
# of Institutions
2,663Shares Held
308MCall Options Held
232MPut Options Held
524M-
Bank Of America Corp Charlotte, NC40.2MShares$8.91 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY22.8MShares$5.06 Billion0.83% of portfolio
-
Morgan Stanley New York, NY18.1MShares$4.02 Billion0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA18.1MShares$4.01 Billion0.92% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A611.9MShares$2.65 Billion6.48% of portfolio