Ellis Investment Partners, LLC Ishares Russell2000 Val ETF Transaction History
Ellis Investment Partners, LLC
- $502 Million
- Q3 2024
A detailed history of Ellis Investment Partners, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Ellis Investment Partners, LLC holds 1,554 shares of IWN stock, worth $274,747. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,554
Previous 1,547
0.45%
Holding current value
$274,747
Previous $235,000
10.21%
% of portfolio
0.05%
Previous 0.05%
Shares
23 transactions
Others Institutions Holding IWN
# of Institutions
1,021Shares Held
61.2MCall Options Held
840KPut Options Held
134K-
Bank Of America Corp Charlotte, NC6.67MShares$1.18 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.91MShares$868 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.63MShares$466 Million1.24% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$442 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.48MShares$438 Million0.44% of portfolio