United Capital Financial Advisers, LLC Ishares Russell 2000 ETF Transaction History
United Capital Financial Advisers, LLC
- $11.5 Billion
- Q2 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 66,875 shares of IWM stock, worth $15.1 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
66,875
Previous 59,235
12.9%
Holding current value
$15.1 Million
Previous $12.5 Million
8.92%
% of portfolio
0.12%
Previous 0.1%
Shares
30 transactions
Others Institutions Holding IWM
# of Institutions
2,547Shares Held
294MCall Options Held
232MPut Options Held
363M-
Bank Of America Corp Charlotte, NC34MShares$7.66 Billion0.62% of portfolio
-
Goldman Sachs Group Inc New York, NY22.4MShares$5.05 Billion0.78% of portfolio
-
Wells Fargo & Company San Francisco, CA20.7MShares$4.67 Billion1.03% of portfolio
-
Morgan Stanley New York, NY18.3MShares$4.12 Billion0.29% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A610.6MShares$2.4 Billion6.35% of portfolio