Tru Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Tru Wealth Advisors, LLC

$1.61 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 10, 2021	SELL	$193.5 - $234.42 $319,275 - $386,793	-1,650 Closed	0 $0
Q4 2020 Jan 26, 2021	BUY	$152.18 - $199.14 $251,097 - $328,581	1,650 New	1,650 $323,000

Others Institutions Holding IWM

# of Institutions

2,592

Shares Held

297M

Call Options Held

230M

Put Options Held

363M

Bank Of America Corp Charlotte, NC

34M
Shares

$7.61 Billion
0.62% of portfolio
Goldman Sachs Group Inc New York, NY

22.4M
Shares

$5.02 Billion
0.78% of portfolio
Wells Fargo & Company San Francisco, CA

20.7M
Shares

$4.65 Billion
1.03% of portfolio
Morgan Stanley New York, NY

18.3M
Shares

$4.1 Billion
0.29% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

10.6M
Shares

$2.38 Billion
6.35% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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