Grand Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Grand Wealth Management, LLC

$171 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 25, 2022	SELL	$163.9 - $207.91 $3,114 - $3,950	-19 Reduced 18.63%	83 $14,000
Q4 2021 Aug 25, 2022	BUY	$212.12 - $242.56 $21,636 - $24,741	102 New	102 $23,000

Others Institutions Holding IWM

# of Institutions

2,661

Shares Held

307M

Call Options Held

232M

Put Options Held

524M

Bank Of America Corp Charlotte, NC

40.2M
Shares

$9.25 Billion
0.75% of portfolio
Goldman Sachs Group Inc New York, NY

22.8M
Shares

$5.25 Billion
0.83% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$4.17 Billion
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

18.1M
Shares

$4.16 Billion
0.92% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

11.9M
Shares

$2.75 Billion
6.48% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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