Precedent Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History

Precedent Wealth Partners, LLC

$477 Billion
Q4 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 17, 2025	BUY	$198.1 - $229.79 $215,136 - $249,551	1,086 New	1,086 $217 Million

Others Institutions Holding IWM

# of Institutions

3,029

Shares Held

284M

Call Options Held

197M

Put Options Held

484M

Bank Of America Corp Charlotte, NC

36.9M
Shares

$8.75 Billion
0.62% of portfolio
Morgan Stanley New York, NY

18.2M
Shares

$4.31 Billion
0.28% of portfolio
Goldman Sachs Group Inc New York, NY

15.1M
Shares

$3.58 Billion
0.47% of portfolio
Wells Fargo & Company San Francisco, CA

13.2M
Shares

$3.13 Billion
0.63% of portfolio
Black Rock Inc. New York, NY

8.94M
Shares

$2.12 Billion
0.04% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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