Portfolio Strategies, Inc. Ishares Russell 2000 ETF Transaction History

Portfolio Strategies, Inc.

$802 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 04, 2019	SELL	$125.88 - $166.33 $31,973 - $42,247	-254 Closed	0 $0
Q4 2017 Sep 25, 2018	BUY	$145.63 - $154.3 $36,990 - $39,192	254	254 $39,000

Others Institutions Holding IWM

# of Institutions

2,580

Shares Held

306M

Call Options Held

239M

Put Options Held

413M

Bank Of America Corp Charlotte, NC

31.4M
Shares

$6.34 Billion
0.63% of portfolio
Goldman Sachs Group Inc New York, NY

24.1M
Shares

$4.87 Billion
0.91% of portfolio
Wells Fargo & Company San Francisco, CA

19.8M
Shares

$4 Billion
1.02% of portfolio
Morgan Stanley New York, NY

16.5M
Shares

$3.32 Billion
0.28% of portfolio
Black Rock Inc. New York, NY

9.88M
Shares

$1.99 Billion
0.05% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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