Goal Vest Advisory LLC Ishares Russell 2000 ETF Transaction History
Goal Vest Advisory LLC
- $453 Million
- Q3 2025
A detailed history of Goal Vest Advisory LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 1,061 shares of IWM stock, worth $251,966. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,061
Previous 1,061
-0.0%
Holding current value
$251,966
Previous $228,000
12.28%
% of portfolio
0.06%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding IWM
# of Institutions
3,021Shares Held
284MCall Options Held
197MPut Options Held
484M-
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