Baldrige Asset Management LLC Ishares Russell2000 Val ETF Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Baldrige Asset Management LLC holds 1,163 shares of IWN stock, worth $162,901. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,163
Previous 1,163
-0.0%
Holding current value
$162,901
Previous $161,000
1.24%
% of portfolio
0.07%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding IWN
# of Institutions
1,141Shares Held
61.5MCall Options Held
540KPut Options Held
149K-
Bank Of America Corp Charlotte, NC6.72MShares$941 Million0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$768 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$383 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$382 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$350 Million1.27% of portfolio