Lbj Family Wealth Advisors, Ltd. Ishares Russell2000 Val ETF Transaction History
Lbj Family Wealth Advisors, Ltd.
- $157 Million
- Q1 2024
A detailed history of Lbj Family Wealth Advisors, Ltd. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Lbj Family Wealth Advisors, Ltd. holds 64,260 shares of IWN stock, worth $9.68 Million. This represents 6.48% of its overall portfolio holdings.
Number of Shares
64,260
Previous 64,108
0.24%
Holding current value
$9.68 Million
Previous $9.96 Million
2.48%
% of portfolio
6.48%
Previous 6.89%
Shares
25 transactions
Others Institutions Holding IWN
# of Institutions
1,009Shares Held
59.9MCall Options Held
468KPut Options Held
254K-
Bank Of America Corp Charlotte, NC6.24MShares$940 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.07MShares$914 Million0.08% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.59MShares$389 Million1.26% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$376 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.35MShares$353 Million0.51% of portfolio