Carolinas Wealth Consulting LLC Ishares Russell2000 Val ETF Transaction History
Carolinas Wealth Consulting LLC
- $557 Million
- Q4 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 58,009 shares of IWN stock, worth $9.41 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
58,009
Previous 58,185
0.3%
Holding current value
$9.41 Million
Previous $9.71 Million
1.89%
% of portfolio
1.71%
Previous 1.68%
Shares
21 transactions
Others Institutions Holding IWN
# of Institutions
1,096Shares Held
59.6MCall Options Held
453KPut Options Held
29.6K-
Bank Of America Corp Charlotte, NC6.33MShares$1.03 Billion0.08% of portfolio
-
Morgan Stanley New York, NY5.06MShares$820 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.84MShares$461 Million1.34% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$405 Million1.27% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK2.4MShares$390 Million5.06% of portfolio