Litman Gregory Wealth Management LLC Ishares Russell 2000 ETF Transaction History
Litman Gregory Wealth Management LLC
- $1.13 Billion
- Q2 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 121,465 shares of IWM stock, worth $25.7 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
121,465
Previous 117,655
3.24%
Holding current value
$25.7 Million
Previous $24.7 Million
0.4%
% of portfolio
2.19%
Previous 2.24%
Shares
27 transactions
Others Institutions Holding IWM
# of Institutions
2,543Shares Held
294MCall Options Held
232MPut Options Held
363M-
Bank Of America Corp Charlotte, NC34MShares$7.2 Billion0.62% of portfolio
-
Goldman Sachs Group Inc New York, NY22.4MShares$4.75 Billion0.78% of portfolio
-
Wells Fargo & Company San Francisco, CA20.7MShares$4.39 Billion1.03% of portfolio
-
Morgan Stanley New York, NY18.3MShares$3.87 Billion0.29% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A610.6MShares$2.25 Billion6.35% of portfolio