Curio Wealth, LLC Ishares Russell 2000 ETF Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Curio Wealth, LLC holds 72 shares of IWM stock, worth $16,272. This represents 0.01% of its overall portfolio holdings.

Number of Shares

Holding current value

$16,272

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$216.13 - $242.4 $15,561 - $17,452	72 New	72 $15.9 Million

Others Institutions Holding IWM

# of Institutions

2,816

Shares Held

312M

Call Options Held

232M

Put Options Held

520M

Bank Of America Corp Charlotte, NC

40.2M
Shares

$9.08 Billion
0.75% of portfolio
Goldman Sachs Group Inc New York, NY

22.8M
Shares

$5.16 Billion
0.83% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$4.1 Billion
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

18.1M
Shares

$4.08 Billion
0.92% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

11.9M
Shares

$2.7 Billion
6.48% of portfolio

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Curio Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curio Wealth, LLC with notifications on news.

Account