Soft Vest Advisors, LLC Ishares Russell 2000 ETF Transaction History
Soft Vest Advisors, LLC
- $602 Million
- Q3 2024
A detailed history of Soft Vest Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Soft Vest Advisors, LLC holds 970,000 shares of IWM stock, worth $219 Million. This represents 67.2% of its overall portfolio holdings.
Number of Shares
970,000Holding current value
$219 Million% of portfolio
67.2%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding IWM
# of Institutions
2,801Shares Held
312MCall Options Held
232MPut Options Held
521M-
Bank Of America Corp Charlotte, NC40.2MShares$9.08 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY22.8MShares$5.16 Billion0.83% of portfolio
-
Morgan Stanley New York, NY18.1MShares$4.1 Billion0.3% of portfolio
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Wells Fargo & Company San Francisco, CA18.1MShares$4.08 Billion0.92% of portfolio
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Healthcare Of Ontario Pension Plan Trust Fund Toronto, A611.9MShares$2.7 Billion6.48% of portfolio