Curtis Advisory Group, LLC Ishares Russell 2000 ETF Transaction History
Curtis Advisory Group, LLC
- $358 Million
- Q4 2024
A detailed history of Curtis Advisory Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 6,030 shares of IWM stock, worth $1.25 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
6,030
Previous 5,175
16.52%
Holding current value
$1.25 Million
Previous $1.14 Million
16.54%
% of portfolio
0.37%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding IWM
# of Institutions
2,950Shares Held
301MCall Options Held
213MPut Options Held
497M-
Bank Of America Corp Charlotte, NC33.2MShares$6.89 Billion0.63% of portfolio
-
Morgan Stanley New York, NY19.5MShares$4.06 Billion0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA19.1MShares$3.97 Billion0.98% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$3.46 Billion0.6% of portfolio
-
Black Rock Inc. New York, NY8.94MShares$1.86 Billion0.04% of portfolio