Baron Silver Stevens Financial Advisors, LLC Ishares Russell2000 Val ETF Transaction History

Baron Silver Stevens Financial Advisors, LLC

$569 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 27, 2021	SELL	$130.0 - $169.53 $70,720 - $92,224	-544 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$100.9 - $132.3 $54,889 - $71,971	544 New	544 $71,000

Others Institutions Holding IWN

# of Institutions

1,052

Shares Held

59M

Call Options Held

987K

Put Options Held

207K

Bank Of America Corp Charlotte, NC

6.32M
Shares

$1.13 Billion
0.09% of portfolio
Morgan Stanley New York, NY

5.19M
Shares

$925 Million
0.06% of portfolio
Tiaa Trust, National Association Charlotte, NC

2.73M
Shares

$487 Million
1.37% of portfolio
Jones Financial Companies Lllp

2.58M
Shares

$461 Million
0.44% of portfolio
Tiaa, Fsb St. Louis, MO

2.5M
Shares

$445 Million
1.27% of portfolio

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About ISHARES RUSSELL2000 VAL ETF

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