Wealthspan Partners, LLC Ishares Russell 2000 ETF Transaction History
Wealthspan Partners, LLC
- $204 Million
- Q4 2024
A detailed history of Wealthspan Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 10,566 shares of IWM stock, worth $2.39 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
10,566
Previous 5,013
110.77%
Holding current value
$2.39 Million
Previous $1.11 Million
110.84%
% of portfolio
1.15%
Previous 0.56%
Shares
2 transactions
Others Institutions Holding IWM
# of Institutions
2,801Shares Held
312MCall Options Held
232MPut Options Held
521M-
Bank Of America Corp Charlotte, NC40.2MShares$9.08 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY22.8MShares$5.16 Billion0.83% of portfolio
-
Morgan Stanley New York, NY18.1MShares$4.1 Billion0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA18.1MShares$4.08 Billion0.92% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A611.9MShares$2.7 Billion6.48% of portfolio