Avantax Planning Partners, Inc. Ishares Russell2000 Val ETF Transaction History
Avantax Planning Partners, Inc.
- $3.08 Billion
- Q1 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 87,026 shares of IWN stock, worth $13.3 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
87,026
Previous 588,004
85.2%
Holding current value
$13.3 Million
Previous $91.3 Million
84.87%
% of portfolio
0.45%
Previous 3.48%
Shares
25 transactions
Others Institutions Holding IWN
# of Institutions
1,009Shares Held
59.9MCall Options Held
468KPut Options Held
254K-
Bank Of America Corp Charlotte, NC6.24MShares$951 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.07MShares$925 Million0.08% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.59MShares$394 Million1.26% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$380 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.35MShares$357 Million0.51% of portfolio