Monterey Private Wealth, Inc. Ishares Russell 2000 ETF Transaction History
Monterey Private Wealth, Inc.
- $303 Million
- Q4 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 3,757 shares of IWM stock, worth $859,188. This represents 0.27% of its overall portfolio holdings.
Number of Shares
3,757
Previous 3,622
3.73%
Holding current value
$859,188
Previous $800,000
3.75%
% of portfolio
0.27%
Previous 0.27%
Shares
10 transactions
Others Institutions Holding IWM
# of Institutions
2,723Shares Held
306MCall Options Held
232MPut Options Held
524M-
Bank Of America Corp Charlotte, NC40.2MShares$9.19 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY22.8MShares$5.22 Billion0.83% of portfolio
-
Morgan Stanley New York, NY18.1MShares$4.14 Billion0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA18.1MShares$4.13 Billion0.92% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A611.9MShares$2.73 Billion6.48% of portfolio