Insight Wealth Strategies, LLC Ishares Russell 2000 ETF Transaction History
Insight Wealth Strategies, LLC
- $725 Million
- Q1 2025
A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 1,528 shares of IWM stock, worth $319,397. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,528
Previous 1,525
0.2%
Holding current value
$319,397
Previous $336,000
8.93%
% of portfolio
0.04%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding IWM
# of Institutions
2,856Shares Held
319MCall Options Held
230MPut Options Held
543M-
Bank Of America Corp Charlotte, NC32.6MShares$6.82 Billion0.54% of portfolio
-
Goldman Sachs Group Inc New York, NY25.1MShares$5.25 Billion0.84% of portfolio
-
Morgan Stanley New York, NY23.2MShares$4.86 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA15.2MShares$3.18 Billion0.71% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A69.53MShares$1.99 Billion4.25% of portfolio