Hb Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History
Hb Wealth Management, LLC
- $9.29 Billion
- Q3 2024
A detailed history of Hb Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 42,018 shares of IWN stock, worth $7.16 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
42,018
Previous 36,427
15.35%
Holding current value
$7.16 Million
Previous $5.55 Million
26.36%
% of portfolio
0.08%
Previous 0.06%
Shares
12 transactions
Others Institutions Holding IWN
# of Institutions
1,013Shares Held
59.3MCall Options Held
280KPut Options Held
140K-
Bank Of America Corp Charlotte, NC6.67MShares$1.14 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.91MShares$837 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.63MShares$449 Million1.24% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$425 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.48MShares$422 Million0.44% of portfolio