Marietta Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Marietta Wealth Management, LLC

$676 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 30, 2024	BUY	$162.21 - $204.82 $425,476 - $537,242	2,623 New	2,623 $526,000

Others Institutions Holding IWM

# of Institutions

2,929

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

Bank Of America Corp Charlotte, NC

33.2M
Shares

$7.51 Billion
0.63% of portfolio
Morgan Stanley New York, NY

19.5M
Shares

$4.42 Billion
0.31% of portfolio
Wells Fargo & Company San Francisco, CA

19.1M
Shares

$4.33 Billion
0.98% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$3.77 Billion
0.6% of portfolio
Black Rock Inc. New York, NY

8.94M
Shares

$2.02 Billion
0.04% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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