Monterey Private Wealth, Inc. Ishares Russell 2000 ETF Transaction History
Monterey Private Wealth, Inc.
- $267 Million
- Q2 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 3,610 shares of IWM stock, worth $765,067. This represents 0.27% of its overall portfolio holdings.
Number of Shares
3,610
Previous 3,612
0.06%
Holding current value
$765,067
Previous $759,000
3.56%
% of portfolio
0.27%
Previous 0.31%
Shares
8 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