Modern Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 9,398 shares of IWN stock, worth $1.47 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,398
Previous 9,634
2.45%
Holding current value
$1.47 Million
Previous $1.61 Billion
1.98%
% of portfolio
0.06%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding IWN
# of Institutions
1,147Shares Held
60.4MCall Options Held
540KPut Options Held
149K-
Bank Of America Corp Charlotte, NC6.72MShares$1.05 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$859 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$429 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$428 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$391 Million1.27% of portfolio