Lutz Financial Services LLC Ishares Russell2000 Val ETF Transaction History
Lutz Financial Services LLC
- $1.23 Billion
- Q3 2024
A detailed history of Lutz Financial Services LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 3,529 shares of IWN stock, worth $591,001. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,529
Previous 3,541
0.34%
Holding current value
$591,001
Previous $539,000
9.09%
% of portfolio
0.05%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding IWN
# of Institutions
1,076Shares Held
59.3MCall 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$869 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.73MShares$458 Million1.37% of portfolio
-
Jones Financial Companies Lllp2.58MShares$433 Million0.44% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$418 Million1.27% of portfolio