Forte Asset Management LLC Ishares Russell 2000 ETF Transaction History
Forte Asset Management LLC
- $192 Million
- Q2 2025
A detailed history of Forte Asset Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Forte Asset Management LLC holds 11,130 shares of IWM stock, worth $2.75 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
11,130
Previous 14,294
22.14%
Holding current value
$2.75 Million
Previous $2.85 Million
15.78%
% of portfolio
1.25%
Previous 1.47%
Shares
13 transactions
Others Institutions Holding IWM
# of Institutions
2,932Shares Held
304MCall Options Held
285MPut Options Held
617M-
Bank Of America Corp Charlotte, NC37.2MShares$9.17 Billion0.6% of portfolio
-
Goldman Sachs Group Inc New York, NY21.9MShares$5.4 Billion0.67% of portfolio
-
Morgan Stanley New York, NY20.9MShares$5.15 Billion0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA15.6MShares$3.85 Billion0.72% of portfolio
-
Black Rock Inc. New York, NY8.94MShares$2.21 Billion0.04% of portfolio