Kellett Schaffner Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History
Kellett Schaffner Wealth Advisors LLC
- $144 Million
- Q1 2024
A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 2,861 shares of IWM stock, worth $576,205. This represents 0.42% of its overall portfolio holdings.
Number of Shares
2,861
Previous 2,770
3.29%
Holding current value
$576,205
Previous $555,000
8.29%
% of portfolio
0.42%
Previous 0.41%
Shares
5 transactions
Others Institutions Holding IWM
# of Institutions
2,585Shares Held
306MCall Options Held
239MPut Options Held
413M-
Bank Of America Corp Charlotte, NC31.4MShares$6.33 Billion0.63% of portfolio
-
Goldman Sachs Group Inc New York, NY24.1MShares$4.86 Billion0.91% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$3.99 Billion1.02% of portfolio
-
Morgan Stanley New York, NY16.5MShares$3.31 Billion0.28% of portfolio
-
Black Rock Inc. New York, NY9.88MShares$1.99 Billion0.05% of portfolio