Bartlett & Co. Wealth Management LLC Ishares Russell2000 Val ETF Transaction History
Bartlett & Co. Wealth Management LLC
- $6.89 Trillion
- Q4 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 14,401 shares of IWN stock, worth $2.41 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,401
Previous 14,674
1.86%
Holding current value
$2.41 Million
Previous $2.45 Billion
3.42%
% of portfolio
0.03%
Previous 0.04%
Shares
28 transactions
Others Institutions Holding IWN
# of Institutions
1,099Shares Held
60.1MCall Options Held
707KPut Options Held
207K-
Bank Of America Corp Charlotte, NC6.32MShares$1.06 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.19MShares$867 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.73MShares$457 Million1.37% of portfolio
-
Jones Financial Companies Lllp2.73MShares$456 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$417 Million1.27% of portfolio