Legacy Wealth Management, LLC / Ms Ishares Russell 2000 ETF Transaction History

Legacy Wealth Management, LLC / Ms

$252 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Dec 12, 2024	BUY	$200.87 - $224.6 $338,465 - $378,451	1,685 New	1,685 $372 Million

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

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