Curtis Advisory Group, LLC Ishares Russell2000 Val ETF Transaction History
Curtis Advisory Group, LLC
- $334 Million
- Q3 2024
A detailed history of Curtis Advisory Group, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 2,846 shares of IWN stock, worth $476,619. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,846
Previous 2,875
1.01%
Holding current value
$476,619
Previous $437,000
8.47%
% of portfolio
0.14%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding IWN
# of Institutions
1,076Shares Held
59.3MCall 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$869 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.73MShares$458 Million1.37% of portfolio
-
Jones Financial Companies Lllp2.58MShares$433 Million0.44% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$418 Million1.27% of portfolio