Halpern Financial, Inc. Ishares Russell2000 Val ETF Transaction History
Halpern Financial, Inc.
- $364 Billion
- Q2 2024
A detailed history of Halpern Financial, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Halpern Financial, Inc. holds 2,811 shares of IWN stock, worth $463,365. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,811
Previous 3,065
8.29%
Holding current value
$463,365
Previous $476 Million
10.12%
% of portfolio
0.12%
Previous 0.14%
Shares
9 transactions
Others Institutions Holding IWN
# of Institutions
998Shares Held
59.4MCall Options Held
280KPut Options Held
140K-
Bank Of America Corp Charlotte, NC6.67MShares$1.1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.91MShares$810 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.63MShares$434 Million1.24% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$412 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.48MShares$408 Million0.44% of portfolio