Graves Light Lenhart Wealth, Inc. Ishares Russell 2000 ETF Transaction History

Graves Light Lenhart Wealth, Inc.

$810 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 15, 2021	SELL	$211.73 - $231.39 $395,723 - $432,467	-1,869 Reduced 74.76%	631 $138,000
Q4 2020 Feb 04, 2021	SELL	$152.18 - $199.14 $69,546 - $91,006	-457 Reduced 15.45%	2,500 $490,000
Q2 2020 Jul 31, 2020	SELL	$104.62 - $153.09 $10,462 - $15,309	-100 Reduced 3.27%	2,957 $423,000
Q4 2019 Jan 21, 2020	SELL	$146.46 - $166.68 $263,628 - $300,024	-1,800 Reduced 37.06%	3,057 $506,000
Q2 2019 May 10, 2024	BUY	$145.86 - $160.71 $708,442 - $780,568	4,857 New	4,857 $755,000
Q1 2019 May 10, 2024	BUY	$132.25 - $158.24 $642,338 - $768,571	4,857 New	4,857 $743,000
Q1 2019 Apr 11, 2019	BUY	$132.25 - $158.24 $32,401 - $38,768	245 Added 5.31%	4,857 $744,000
Q4 2018 Jan 28, 2019	BUY	$125.88 - $166.33 $580,558 - $767,113	4,612 New	4,612 $618,000

Others Institutions Holding IWM

# of Institutions

2,663

Shares Held

308M

Call Options Held

232M

Put Options Held

524M

Bank Of America Corp Charlotte, NC

40.2M
Shares

$8.91 Billion
0.75% of portfolio
Goldman Sachs Group Inc New York, NY

22.8M
Shares

$5.06 Billion
0.83% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$4.02 Billion
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

18.1M
Shares

$4.01 Billion
0.92% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

11.9M
Shares

$2.65 Billion
6.48% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
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