Heritage Wealth Advisors Ishares Russell 2000 ETF Transaction History
Heritage Wealth Advisors
- $2.16 Billion
- Q2 2024
A detailed history of Heritage Wealth Advisors transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 5,782 shares of IWM stock, worth $1.27 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,782
Previous 5,762
0.35%
Holding current value
$1.27 Million
Previous $1.21 Million
3.14%
% of portfolio
0.05%
Previous 0.04%
Shares
29 transactions
Others Institutions Holding IWM
# of Institutions
2,544Shares Held
293MCall Options Held
232MPut Options Held
363M-
Bank Of America Corp Charlotte, NC34MShares$7.43 Billion0.62% of portfolio
-
Goldman Sachs Group Inc New York, NY22.4MShares$4.9 Billion0.78% of portfolio
-
Wells Fargo & Company San Francisco, CA20.7MShares$4.53 Billion1.03% of portfolio
-
Morgan Stanley New York, NY18.3MShares$4 Billion0.29% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A610.6MShares$2.32 Billion6.35% of portfolio