Live Oak Private Wealth LLC Ishares Russell 2000 ETF Transaction History
Live Oak Private Wealth LLC
- $562 Million
- Q1 2024
A detailed history of Live Oak Private Wealth LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 3,012 shares of IWM stock, worth $612,550. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,012
Previous 3,012
-0.0%
Holding current value
$612,550
Previous $604,000
4.8%
% of portfolio
0.11%
Previous 0.12%
Shares
14 transactions
Others Institutions Holding IWM
# of Institutions
2,586Shares Held
306MCall Options Held
239MPut Options Held
413M-
Bank Of America Corp Charlotte, NC31.4MShares$6.39 Billion0.63% of portfolio
-
Goldman Sachs Group Inc New York, NY24.1MShares$4.9 Billion0.91% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$4.03 Billion1.02% of portfolio
-
Morgan Stanley New York, NY16.5MShares$3.35 Billion0.28% of portfolio
-
Black Rock Inc. New York, NY9.88MShares$2.01 Billion0.05% of portfolio