Lakeshore Financial Planning, Inc. Ishares Russell 2000 ETF Transaction History
Lakeshore Financial Planning, Inc.
- $227 Billion
- Q3 2024
A detailed history of Lakeshore Financial Planning, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 9,098 shares of IWM stock, worth $2.02 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
9,098
Previous 9,080
0.2%
Holding current value
$2.02 Million
Previous $1.84 Billion
9.09%
% of portfolio
0.89%
Previous 0.9%
Shares
4 transactions
Others Institutions Holding IWM
# of Institutions
2,663Shares Held
308MCall Options Held
232MPut Options Held
524M-
Bank Of America Corp Charlotte, NC40.2MShares$8.91 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY22.8MShares$5.06 Billion0.83% of portfolio
-
Morgan Stanley New York, NY18.1MShares$4.02 Billion0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA18.1MShares$4.01 Billion0.92% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A611.9MShares$2.65 Billion6.48% of portfolio