Ratio Wealth Group Ishares Russell 2000 ETF Transaction History

Ratio Wealth Group

$516 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Mar 24, 2023	SELL	$212.12 - $242.56 $231,635 - $264,875	-1,092 Closed	0 $0
Q3 2021 Mar 24, 2023	BUY	$211.73 - $231.39 $231,209 - $252,677	1,092 New	1,092 $238,000

Others Institutions Holding IWM

# of Institutions

2,663

Shares Held

308M

Call Options Held

232M

Put Options Held

524M

Bank Of America Corp Charlotte, NC

40.2M
Shares

$8.97 Billion
0.75% of portfolio
Goldman Sachs Group Inc New York, NY

22.8M
Shares

$5.1 Billion
0.83% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$4.05 Billion
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

18.1M
Shares

$4.04 Billion
0.92% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

11.9M
Shares

$2.67 Billion
6.48% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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