Avantax Planning Partners, Inc. Ishares Russell2000 Val ETF Transaction History
Avantax Planning Partners, Inc.
- $2.76 Billion
- Q4 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 35,083 shares of IWN stock, worth $5.5 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
35,083
Previous 37,986
7.64%
Holding current value
$5.5 Million
Previous $6.34 Million
9.11%
% of portfolio
0.21%
Previous 0.23%
Shares
28 transactions
Others Institutions Holding IWN
# of Institutions
1,147Shares Held
60.4MCall Options Held
540KPut Options Held
149K-
Bank Of America Corp Charlotte, NC6.72MShares$1.05 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$859 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$429 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$428 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$391 Million1.27% of portfolio