Southern Wealth Management, LLP Ishares Russell 2000 ETF Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
A detailed history of Southern Wealth Management, LLP transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Southern Wealth Management, LLP holds 31,136 shares of IWM stock, worth $6.91 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
31,136
Previous 31,287
0.48%
Holding current value
$6.91 Million
Previous $5.46 Million
1.81%
% of portfolio
2.16%
Previous 2.19%
Shares
14 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