Invst, LLC Ishares Russell 2000 ETF Transaction History

Invst, LLC

$871 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 19, 2021	SELL	$211.85 - $232.89 $214,815 - $236,150	-1,014 Closed	0 $0
Q1 2021 Jun 23, 2021	BUY	$193.5 - $234.42 $196,209 - $237,701	1,014 New	1,014 $228,000

Others Institutions Holding IWM

# of Institutions

2,580

Shares Held

306M

Call Options Held

239M

Put Options Held

413M

Bank Of America Corp Charlotte, NC

31.4M
Shares

$6.34 Billion
0.63% of portfolio
Goldman Sachs Group Inc New York, NY

24.1M
Shares

$4.87 Billion
0.91% of portfolio
Wells Fargo & Company San Francisco, CA

19.8M
Shares

$4 Billion
1.02% of portfolio
Morgan Stanley New York, NY

16.5M
Shares

$3.32 Billion
0.28% of portfolio
Black Rock Inc. New York, NY

9.88M
Shares

$1.99 Billion
0.05% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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