Talisman Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History
Talisman Wealth Advisors LLC
- $86.2 Million
- Q2 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 1,120 shares of IWM stock, worth $232,848. This represents 0.26% of its overall portfolio holdings.
Number of Shares
1,120
Previous 1,119
0.09%
Holding current value
$232,848
Previous $235,000
3.4%
% of portfolio
0.26%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding IWM
# of Institutions
2,543Shares Held
294MCall Options Held
232MPut Options Held
363M-
Bank Of America Corp Charlotte, NC34MShares$7.06 Billion0.62% of portfolio
-
Goldman Sachs Group Inc New York, NY22.4MShares$4.66 Billion0.78% of portfolio
-
Wells Fargo & Company San Francisco, CA20.7MShares$4.31 Billion1.03% of portfolio
-
Morgan Stanley New York, NY18.3MShares$3.8 Billion0.29% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A610.6MShares$2.21 Billion6.35% of portfolio