Transform Wealth, LLC Ishares Russell 2000 Gwt ETF Transaction History
Transform Wealth, LLC
- $1.31 Billion
- Q2 2024
A detailed history of Transform Wealth, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 1,944 shares of IWO stock, worth $512,710. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,944
Previous 1,915
1.51%
Holding current value
$512,710
Previous $518,000
1.54%
% of portfolio
0.04%
Previous 0.05%
Shares
28 transactions
Others Institutions Holding IWO
# of Institutions
985Shares Held
33.4MCall Options Held
84KPut Options Held
36K-
Bank Of America Corp Charlotte, NC3.37MShares$890 Million0.08% of portfolio
-
Morgan Stanley New York, NY2.51MShares$661 Million0.05% of portfolio
-
Barings LLC1.55MShares$409 Million10.0% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.42MShares$375 Million1.15% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$362 Million1.21% of portfolio