Upper Left Wealth Management, LLC Ishares Russell 2000 ETF Transaction History
Upper Left Wealth Management, LLC
- $106 Million
- Q1 2024
A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 2,679 shares of IWM stock, worth $540,836. This represents 0.53% of its overall portfolio holdings.
Number of Shares
2,679
Previous 3,715
27.89%
Holding current value
$540,836
Previous $745,000
24.43%
% of portfolio
0.53%
Previous 0.73%
Shares
10 transactions
Others Institutions Holding IWM
# of Institutions
2,579Shares Held
306MCall Options Held
239MPut Options Held
413M-
Bank Of America Corp Charlotte, NC31.4MShares$6.34 Billion0.63% of portfolio
-
Goldman Sachs Group Inc New York, NY24.1MShares$4.87 Billion0.91% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$4 Billion1.02% of portfolio
-
Morgan Stanley New York, NY16.5MShares$3.32 Billion0.28% of portfolio
-
Black Rock Inc. New York, NY9.88MShares$1.99 Billion0.05% of portfolio