Summit Trail Advisors, LLC Ishares Russell 2000 ETF Transaction History
Summit Trail Advisors, LLC
- $3.71 Billion
- Q1 2024
A detailed history of Summit Trail Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 52,614 shares of IWM stock, worth $10.6 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
52,614
Previous 46,380
13.44%
Holding current value
$10.6 Million
Previous $9.31 Million
18.87%
% of portfolio
0.3%
Previous 0.31%
Shares
26 transactions
Others Institutions Holding IWM
# of Institutions
2,578Shares Held
306MCall Options Held
239MPut Options Held
413M-
Bank Of America Corp Charlotte, NC31.4MShares$6.3 Billion0.63% of portfolio
-
Goldman Sachs Group Inc New York, NY24.1MShares$4.84 Billion0.91% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$3.97 Billion1.02% of portfolio
-
Morgan Stanley New York, NY16.5MShares$3.3 Billion0.28% of portfolio
-
Black Rock Inc. New York, NY9.88MShares$1.98 Billion0.05% of portfolio