Headinvest, LLC Ishares Russell 2000 ETF Transaction History

Headinvest, LLC

$514 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Dec 11, 2023	BUY	$174.36 - $198.71 $56,143 - $63,984	322 New	322 $56,000

Others Institutions Holding IWM

# of Institutions

2,930

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

Bank Of America Corp Charlotte, NC

33.2M
Shares

$7.22 Billion
0.63% of portfolio
Morgan Stanley New York, NY

19.5M
Shares

$4.26 Billion
0.31% of portfolio
Wells Fargo & Company San Francisco, CA

19.1M
Shares

$4.17 Billion
0.98% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$3.62 Billion
0.6% of portfolio
Black Rock Inc. New York, NY

8.94M
Shares

$1.95 Billion
0.04% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Headinvest, LLC with notifications on news.