Evolution Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History
Evolution Wealth Advisors, LLC
- $545 Million
- Q3 2024
A detailed history of Evolution Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 30,625 shares of IWM stock, worth $6.8 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
30,625
Previous 34,355
10.86%
Holding current value
$6.8 Million
Previous $6.97 Million
2.96%
% of portfolio
1.24%
Previous 1.38%
Shares
12 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