Beta Wealth Group, Inc. Ishares Russell 2000 ETF Transaction History
Beta Wealth Group, Inc.
- $187 Million
- Q3 2025
A detailed history of Beta Wealth Group, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 2,683 shares of IWM stock, worth $637,158. This represents 0.35% of its overall portfolio holdings.
Number of Shares
2,683Holding current value
$637,158% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding IWM
# of Institutions
3,025Shares Held
284MCall Options Held
216MPut Options Held
517M-
Bank Of America Corp Charlotte, NC36.9MShares$8.75 Billion0.62% of portfolio
-
Morgan Stanley New York, NY18.2MShares$4.31 Billion0.28% of portfolio
-
Goldman Sachs Group Inc New York, NY15.1MShares$3.58 Billion0.47% of portfolio
-
Wells Fargo & Company San Francisco, CA13.2MShares$3.13 Billion0.63% of portfolio
-
Black Rock Inc. New York, NY8.94MShares$2.12 Billion0.04% of portfolio