Aegis Wealth Management LLC Ishares Russell 2000 ETF Transaction History
Aegis Wealth Management LLC
- $148 Billion
- Q4 2024
A detailed history of Aegis Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 4,600 shares of IWM stock, worth $950,452. This represents 0.69% of its overall portfolio holdings.
Number of Shares
4,600Holding current value
$950,452% of portfolio
0.69%Shares
1 transactions
Others Institutions Holding IWM
# of Institutions
2,942Shares Held
302MCall Options Held
213MPut Options Held
497M-
Bank Of America Corp Charlotte, NC33.2MShares$6.85 Billion0.63% of portfolio
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Morgan Stanley New York, NY19.5MShares$4.04 Billion0.31% of portfolio
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Wells Fargo & Company San Francisco, CA19.1MShares$3.95 Billion0.98% of portfolio
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Goldman Sachs Group Inc New York, NY16.6MShares$3.44 Billion0.6% of portfolio
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Black Rock Inc. New York, NY8.94MShares$1.85 Billion0.04% of portfolio