Inves Trust Ishares Russell 2000 ETF Transaction History

Inves Trust

$360 Billion
Q4 2024

A detailed history of Inves Trust transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Inves Trust holds 1,588 shares of IWM stock, worth $352,059. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,588

Holding current value

$352,059

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 08, 2025	BUY	$216.13 - $242.4 $343,214 - $384,931	1,588 New	1,588 $350 Million

Others Institutions Holding IWM

# of Institutions

2,667

Shares Held

305M

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

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About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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