New Wave Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History
New Wave Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 9,016 shares of IWM stock, worth $2 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
9,016
Previous 4,749
89.85%
Holding current value
$2 Million
Previous $964 Million
106.69%
% of portfolio
0.92%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding IWM
# of Institutions
2,664Shares Held
308MCall Options Held
232MPut Options Held
524M-
Bank Of America Corp Charlotte, NC40.2MShares$8.91 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY22.8MShares$5.06 Billion0.83% of portfolio
-
Morgan Stanley New York, NY18.1MShares$4.02 Billion0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA18.1MShares$4.01 Billion0.92% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A611.9MShares$2.65 Billion6.48% of portfolio