Venturi Wealth Management, LLC Ishares Russell 2000 ETF Call Options Transaction History

Venturi Wealth Management, LLC

$1.86 Billion
Q2 2025

Call Options

1 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q3 2024 Nov 04, 2024	BUY	$200.87 - $224.6 $401,740 - $449,200	2,000 New	2,000 $441,000

Others Institutions Holding IWM

# of Institutions

2,902

Shares Held

307M

Call Options Held

289M

Put Options Held

626M

Bank Of America Corp Charlotte, NC

37.2M
Shares

$8.19 Billion
0.6% of portfolio
Morgan Stanley New York, NY

23.2M
Shares

$5.12 Billion
0.34% of portfolio
Goldman Sachs Group Inc New York, NY

21.9M
Shares

$4.82 Billion
0.67% of portfolio
Wells Fargo & Company San Francisco, CA

15.6M
Shares

$3.44 Billion
0.72% of portfolio
Black Rock Inc. New York, NY

8.94M
Shares

$1.97 Billion
0.04% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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