Vaughan David Investments LLC Ishares Russell 2000 ETF Transaction History

Vaughan David Investments LLC

$4.35 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 14, 2018	SELL	$148.13 - $169.97 $355,660 - $408,097	-2,401 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$145.63 - $154.3 $349,657 - $370,474	2,401	2,401 $366,000

Others Institutions Holding IWM

# of Institutions

2,663

Shares Held

308M

Call Options Held

232M

Put Options Held

524M

Bank Of America Corp Charlotte, NC

40.2M
Shares

$8.91 Billion
0.75% of portfolio
Goldman Sachs Group Inc New York, NY

22.8M
Shares

$5.06 Billion
0.83% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$4.02 Billion
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

18.1M
Shares

$4.01 Billion
0.92% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

11.9M
Shares

$2.65 Billion
6.48% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vaughan David Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vaughan David Investments LLC with notifications on news.