Luminvest Wealth Management LLC Ishares Russell 2000 ETF Transaction History
Luminvest Wealth Management LLC
- $248 Billion
- Q4 2024
A detailed history of Luminvest Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 924 shares of IWM stock, worth $187,470. This represents 0.08% of its overall portfolio holdings.
Number of Shares
924
Previous 924
-0.0%
Holding current value
$187,470
Previous $208 Million
2.08%
% of portfolio
0.08%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding IWM
# of Institutions
2,946Shares Held
302MCall Options Held
213MPut Options Held
497M-
Bank Of America Corp Charlotte, NC33.2MShares$6.73 Billion0.63% of portfolio
-
Morgan Stanley New York, NY19.5MShares$3.96 Billion0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA19.1MShares$3.88 Billion0.98% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$3.38 Billion0.6% of portfolio
-
Black Rock Inc. New York, NY8.94MShares$1.81 Billion0.04% of portfolio