Journey Beyond Wealth, LLC Ishares Russell 2000 ETF Transaction History
Journey Beyond Wealth, LLC
- $107 Billion
- Q1 2025
A detailed history of Journey Beyond Wealth, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Journey Beyond Wealth, LLC holds 2,528 shares of IWM stock, worth $528,427. This represents 0.47% of its overall portfolio holdings.
Number of Shares
2,528
Previous 2,594
2.54%
Holding current value
$528,427
Previous $573 Million
12.01%
% of portfolio
0.47%
Previous 0.54%
Shares
2 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