Curtis Advisory Group, LLC Ishares Russell2000 Val ETF Transaction History
Curtis Advisory Group, LLC
- $358 Million
- Q4 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 2,998 shares of IWN stock, worth $502,105. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,998
Previous 2,846
5.34%
Holding current value
$502,105
Previous $474,000
3.8%
% of portfolio
0.14%
Previous 0.14%
Shares
11 transactions
Others Institutions Holding IWN
# of Institutions
1,139Shares Held
63.2MCall Options Held
717KPut Options Held
151K-
Bank Of America Corp Charlotte, NC6.72MShares$1.13 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$918 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$459 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$457 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$418 Million1.27% of portfolio