Ted Buchan & CO Ishares Russell 2000 ETF Transaction History

Ted Buchan & CO

$211 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Sep 06, 2024	SELL	$170.25 - $198.32 $433,626 - $505,121	-2,547 Closed	0 $0
Q4 2022 Sep 06, 2024	BUY	$166.81 - $188.05 $424,865 - $478,963	2,547 New	2,547 $444 Million

Others Institutions Holding IWM

# of Institutions

2,662

Shares Held

308M

Call Options Held

232M

Put Options Held

524M

Bank Of America Corp Charlotte, NC

40.2M
Shares

$9.58 Billion
0.75% of portfolio
Goldman Sachs Group Inc New York, NY

22.8M
Shares

$5.44 Billion
0.83% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$4.32 Billion
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

18.1M
Shares

$4.31 Billion
0.92% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

11.9M
Shares

$2.85 Billion
6.48% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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