Sugarloaf Wealth Management, LLC Ishares Russell 2000 ETF Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 4,355 shares of IWM stock, worth $984,099. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,355
Previous 4,366
0.25%
Holding current value
$984,099
Previous $964,000
0.21%
% of portfolio
0.2%
Previous 0.2%
Shares
20 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