Goal Vest Advisory LLC Ishares Russell 2000 ETF Transaction History
Goal Vest Advisory LLC
- $331 Million
- Q3 2024
A detailed history of Goal Vest Advisory LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 321 shares of IWM stock, worth $71,236. This represents 0.02% of its overall portfolio holdings.
Number of Shares
321
Previous 321
-0.0%
Holding current value
$71,236
Previous $65,000
7.69%
% of portfolio
0.02%
Previous 0.02%
Shares
9 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