Tobias Financial Advisors, Inc. Ishares Russell 2000 ETF Transaction History

Tobias Financial Advisors, Inc.

$486 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 13, 2020	SELL	$99.9 - $169.53 $18,381 - $31,193	-184 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$146.46 - $166.68 $26,948 - $30,669	184 New	184 $30,000

Others Institutions Holding IWM

# of Institutions

2,662

Shares Held

307M

Call Options Held

232M

Put Options Held

524M

Bank Of America Corp Charlotte, NC

40.2M
Shares

$9.26 Billion
0.75% of portfolio
Goldman Sachs Group Inc New York, NY

22.8M
Shares

$5.26 Billion
0.83% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$4.18 Billion
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

18.1M
Shares

$4.17 Billion
0.92% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

11.9M
Shares

$2.75 Billion
6.48% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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