Moulton Wealth Management, Inc Ishares Russell 2000 ETF Transaction History
Moulton Wealth Management, Inc
- $129 Million
- Q4 2024
A detailed history of Moulton Wealth Management, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 3,945 shares of IWM stock, worth $891,570. This represents 0.68% of its overall portfolio holdings.
Number of Shares
3,945
Previous 2,538
55.44%
Holding current value
$891,570
Previous $560,000
55.54%
% of portfolio
0.68%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding IWM
# of Institutions
2,801Shares Held
312MCall Options Held
232MPut Options Held
521M-
Bank Of America Corp Charlotte, NC40.2MShares$9.08 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY22.8MShares$5.16 Billion0.83% of portfolio
-
Morgan Stanley New York, NY18.1MShares$4.1 Billion0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA18.1MShares$4.08 Billion0.92% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A611.9MShares$2.7 Billion6.48% of portfolio