Falcon Wealth Planning Ishares Russell2000 Val ETF Transaction History
Falcon Wealth Planning
- $810 Million
- Q4 2024
A detailed history of Falcon Wealth Planning transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 15,645 shares of IWN stock, worth $2.63 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
15,645
Previous 14,540
7.6%
Holding current value
$2.63 Million
Previous $2.43 Million
5.9%
% of portfolio
0.32%
Previous 0.3%
Shares
16 transactions
Others Institutions Holding IWN
# of Institutions
1,073Shares Held
59MCall 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$872 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.73MShares$459 Million1.37% of portfolio
-
Jones Financial Companies Lllp2.58MShares$434 Million0.44% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$419 Million1.27% of portfolio