Transform Wealth, LLC Ishares Russell 2000 ETF Transaction History
Transform Wealth, LLC
- $1.31 Billion
- Q2 2024
A detailed history of Transform Wealth, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 2,736 shares of IWM stock, worth $598,718. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,736
Previous 2,327
17.58%
Holding current value
$598,718
Previous $489,000
13.5%
% of portfolio
0.04%
Previous 0.05%
Shares
28 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