Waypoint Wealth Counsel Ishares Russell 2000 ETF Transaction History
Waypoint Wealth Counsel
- $153 Billion
- Q4 2024
A detailed history of Waypoint Wealth Counsel transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Waypoint Wealth Counsel holds 23,050 shares of IWM stock, worth $4.62 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
23,050
Previous 19,729
16.83%
Holding current value
$4.62 Million
Previous $4.36 Billion
16.87%
% of portfolio
3.32%
Previous 2.93%
Shares
9 transactions
Others Institutions Holding IWM
# of Institutions
2,950Shares Held
301MCall Options Held
213MPut Options Held
497M-
Bank Of America Corp Charlotte, NC33.2MShares$6.65 Billion0.63% of portfolio
-
Morgan Stanley New York, NY19.5MShares$3.92 Billion0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA19.1MShares$3.84 Billion0.98% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$3.34 Billion0.6% of portfolio
-
Black Rock Inc. New York, NY8.94MShares$1.79 Billion0.04% of portfolio