Optimist Retirement Group LLC Ishares Russell2000 Val ETF Transaction History
Optimist Retirement Group LLC
- $190 Billion
- Q2 2024
A detailed history of Optimist Retirement Group LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Optimist Retirement Group LLC holds 2,021 shares of IWN stock, worth $333,141. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,021
Previous 2,021
-0.0%
Holding current value
$333,141
Previous $321 Million
4.1%
% of portfolio
0.16%
Previous 0.16%
Shares
2 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