Live Oak Private Wealth LLC Ishares Russell2000 Val ETF Transaction History
Live Oak Private Wealth LLC
- $562 Million
- Q1 2024
A detailed history of Live Oak Private Wealth LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 1,438 shares of IWN stock, worth $219,223. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,438
Previous 1,438
-0.0%
Holding current value
$219,223
Previous $223,000
2.24%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding IWN
# of Institutions
1,008Shares Held
59.9MCall Options Held
468KPut Options Held
254K-
Bank Of America Corp Charlotte, NC6.24MShares$952 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.07MShares$925 Million0.08% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.59MShares$394 Million1.26% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$381 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.35MShares$358 Million0.51% of portfolio