Levy Wealth Management Group, LLC Ishares Russell 2000 ETF Transaction History
Levy Wealth Management Group, LLC
- $390 Million
- Q2 2024
A detailed history of Levy Wealth Management Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 1,004 shares of IWM stock, worth $246,040. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,004
Previous 1,397
28.13%
Holding current value
$246,040
Previous $293,000
30.72%
% of portfolio
0.05%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding IWM
# of Institutions
2,931Shares Held
304MCall Options Held
285MPut Options Held
617M-
Bank Of America Corp Charlotte, NC37.2MShares$9.11 Billion0.6% of portfolio
-
Goldman Sachs Group Inc New York, NY21.9MShares$5.37 Billion0.67% of portfolio
-
Morgan Stanley New York, NY20.9MShares$5.11 Billion0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA15.6MShares$3.83 Billion0.72% of portfolio
-
Black Rock Inc. New York, NY8.94MShares$2.19 Billion0.04% of portfolio