Smith & Howard Wealth Management, LLC Ishares Russell 2000 ETF Transaction History
Smith & Howard Wealth Management, LLC
- $354 Million
- Q3 2024
A detailed history of Smith & Howard Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Smith & Howard Wealth Management, LLC holds 24,055 shares of IWM stock, worth $5.5 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
24,055
Previous 23,751
1.28%
Holding current value
$5.5 Million
Previous $4.82 Million
10.27%
% of portfolio
1.5%
Previous 1.44%
Shares
23 transactions
Others Institutions Holding IWM
# of Institutions
2,723Shares Held
306MCall Options Held
232MPut Options Held
524M-
Bank Of America Corp Charlotte, NC40.2MShares$9.19 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY22.8MShares$5.22 Billion0.83% of portfolio
-
Morgan Stanley New York, NY18.1MShares$4.14 Billion0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA18.1MShares$4.13 Billion0.92% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A611.9MShares$2.73 Billion6.48% of portfolio