Mount Yale Investment Advisors, LLC Ishares Russell 2000 ETF Transaction History
Mount Yale Investment Advisors, LLC
- $1.25 Billion
- Q2 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 18,551 shares of IWM stock, worth $4.19 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
18,551
Previous 20,544
9.7%
Holding current value
$4.19 Million
Previous $4.32 Million
12.89%
% of portfolio
0.3%
Previous 0.34%
Shares
26 transactions
Others Institutions Holding IWM
# of Institutions
2,547Shares Held
294MCall Options Held
232MPut Options Held
363M-
Bank Of America Corp Charlotte, NC34MShares$7.66 Billion0.62% of portfolio
-
Goldman Sachs Group Inc New York, NY22.4MShares$5.05 Billion0.78% of portfolio
-
Wells Fargo & Company San Francisco, CA20.7MShares$4.67 Billion1.03% of portfolio
-
Morgan Stanley New York, NY18.3MShares$4.12 Billion0.29% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A610.6MShares$2.4 Billion6.35% of portfolio