White Lighthouse Investment Management Inc. Ishares Russell 2000 ETF Transaction History

White Lighthouse Investment Management Inc.

$556 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 18, 2023	BUY	$174.36 - $198.71 $204,175 - $232,689	1,171 New	1,171 $206,000
Q1 2020 Apr 07, 2020	SELL	$99.9 - $169.53 $133,866 - $227,170	-1,340 Closed	0 $0
Q4 2019 Jan 24, 2020	BUY	$146.46 - $166.68 $196,256 - $223,351	1,340 New	1,340 $222,000

Others Institutions Holding IWM

# of Institutions

2,662

Shares Held

308M

Call Options Held

232M

Put Options Held

524M

Bank Of America Corp Charlotte, NC

40.2M
Shares

$9.72 Billion
0.75% of portfolio
Goldman Sachs Group Inc New York, NY

22.8M
Shares

$5.52 Billion
0.83% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$4.38 Billion
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

18.1M
Shares

$4.37 Billion
0.92% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

11.9M
Shares

$2.89 Billion
6.48% of portfolio

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About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
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