Avantax Planning Partners, Inc. Ishares Russell2000 Val ETF Transaction History
Avantax Planning Partners, Inc.
- $3.1 Billion
- Q2 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 63,350 shares of IWN stock, worth $10.5 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
63,350
Previous 87,026
27.21%
Holding current value
$10.5 Million
Previous $13.8 Million
30.19%
% of portfolio
0.31%
Previous 0.45%
Shares
26 transactions
Others Institutions Holding IWN
# of Institutions
999Shares 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$817 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.63MShares$438 Million1.24% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$416 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.48MShares$412 Million0.44% of portfolio