Bartlett & Co. Wealth Management LLC Ishares Russell2000 Val ETF Transaction History
Bartlett & Co. Wealth Management LLC
- $6.59 Trillion
- Q2 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 14,684 shares of IWN stock, worth $2.45 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,684
Previous 15,604
5.9%
Holding current value
$2.45 Million
Previous $2.48 Billion
9.75%
% of portfolio
0.03%
Previous 0.04%
Shares
26 transactions
Others Institutions Holding IWN
# of Institutions
998Shares Held
59.4MCall Options Held
280KPut Options Held
140K-
Bank Of America Corp Charlotte, NC6.67MShares$1.11 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.91MShares$821 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.63MShares$440 Million1.24% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$417 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.48MShares$414 Million0.44% of portfolio