Level Financial Advisors, Inc. Ishares Russell 2000 ETF Transaction History

Level Financial Advisors, Inc.

$243 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 18, 2023	SELL	$174.36 - $198.71 $7,148 - $8,147	-41 Reduced 75.93%	13 $2,000
Q2 2023 Jul 14, 2023	BUY	$170.4 - $187.93 $9,201 - $10,148	54 New	54 $10,000

Others Institutions Holding IWM

# of Institutions

2,661

Shares Held

307M

Call Options Held

232M

Put Options Held

524M

Bank Of America Corp Charlotte, NC

40.2M
Shares

$9.58 Billion
0.75% of portfolio
Goldman Sachs Group Inc New York, NY

22.8M
Shares

$5.44 Billion
0.83% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$4.32 Billion
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

18.1M
Shares

$4.31 Billion
0.92% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

11.9M
Shares

$2.85 Billion
6.48% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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