Surience Private Wealth LLC Ishares Russell 2000 ETF Transaction History
Surience Private Wealth LLC
- $72.5 Million
- Q2 2024
A detailed history of Surience Private Wealth LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Surience Private Wealth LLC holds 26,132 shares of IWM stock, worth $5.72 Million. This represents 7.31% of its overall portfolio holdings.
Number of Shares
26,132
Previous 46,130
43.35%
Holding current value
$5.72 Million
Previous $9.7 Million
45.36%
% of portfolio
7.31%
Previous 9.21%
Shares
9 transactions
Others Institutions Holding IWM
# of Institutions
2,544Shares Held
293MCall Options Held
232MPut Options Held
363M-
Bank Of America Corp Charlotte, NC34MShares$7.43 Billion0.62% of portfolio
-
Goldman Sachs Group Inc New York, NY22.4MShares$4.9 Billion0.78% of portfolio
-
Wells Fargo & Company San Francisco, CA20.7MShares$4.53 Billion1.03% of portfolio
-
Morgan Stanley New York, NY18.3MShares$4 Billion0.29% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A610.6MShares$2.32 Billion6.35% of portfolio