Shakespeare Wealth Management, Inc. Ishares Russell 2000 ETF Transaction History
Shakespeare Wealth Management, Inc.
- $369 Million
- Q4 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 1,038 shares of IWM stock, worth $234,556. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,038
Previous 1,038
-0.0%
Holding current value
$234,556
Previous $229,000
-0.0%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding IWM
# of Institutions
2,910Shares Held
310MCall Options Held
204MPut Options Held
488M-
Bank Of America Corp Charlotte, NC33.2MShares$7.49 Billion0.63% of portfolio
-
Morgan Stanley New York, NY19.5MShares$4.42 Billion0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA19.1MShares$4.32 Billion0.98% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$3.76 Billion0.6% of portfolio
-
Black Rock Inc. New York, NY8.94MShares$2.02 Billion0.04% of portfolio