High Mark Wealth Management LLC Ishares Russell 2000 ETF Transaction History
High Mark Wealth Management LLC
- $165 Million
- Q2 2024
A detailed history of High Mark Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, High Mark Wealth Management LLC holds 60,566 shares of IWM stock, worth $12.8 Million. This represents 7.44% of its overall portfolio holdings.
Number of Shares
60,566
Previous 62,143
2.54%
Holding current value
$12.8 Million
Previous $13.1 Million
5.97%
% of portfolio
7.44%
Previous 8.13%
Shares
13 transactions
Others Institutions Holding IWM
# of Institutions
2,543Shares Held
294MCall Options Held
232MPut Options Held
363M-
Bank Of America Corp Charlotte, NC34MShares$7.2 Billion0.62% of portfolio
-
Goldman Sachs Group Inc New York, NY22.4MShares$4.75 Billion0.78% of portfolio
-
Wells Fargo & Company San Francisco, CA20.7MShares$4.39 Billion1.03% of portfolio
-
Morgan Stanley New York, NY18.3MShares$3.87 Billion0.29% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A610.6MShares$2.25 Billion6.35% of portfolio