Diversify Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 2,867 shares of IWN stock, worth $399,459. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,867
Previous 1,415
102.61%
Holding current value
$399,459
Previous $234 Million
96.01%
% of portfolio
0.04%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IWN
# of Institutions
1,140Shares Held
60.3MCall Options Held
540KPut Options Held
149K-
Bank Of America Corp Charlotte, NC6.72MShares$936 Million0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$764 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$381 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$380 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$348 Million1.27% of portfolio