Oak Harbor Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History
Oak Harbor Wealth Partners, LLC
- $349 Million
- Q3 2024
A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 18,363 shares of IWM stock, worth $4.08 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
18,363
Previous 17,414
5.45%
Holding current value
$4.08 Million
Previous $3.53 Million
14.8%
% of portfolio
1.16%
Previous 1.12%
Shares
12 transactions
Others Institutions Holding IWM
# of Institutions
2,663Shares 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