Modern Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 9,634 shares of IWN stock, worth $1.58 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,634Holding current value
$1.58 Million% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding IWN
# of Institutions
1,051Shares Held
58.9MCall Options Held
987KPut Options Held
207K-
Bank Of America Corp Charlotte, NC6.32MShares$1.04 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.19MShares$851 Million0.06% of portfolio
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Tiaa Trust, National Association Charlotte, NC2.73MShares$448 Million1.37% of portfolio
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Jones Financial Companies Lllp2.58MShares$424 Million0.44% of portfolio
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Tiaa, Fsb St. Louis, MO2.5MShares$409 Million1.27% of portfolio