Moneta Group Investment Advisors LLC Ishares Russell2000 Val ETF Transaction History
Moneta Group Investment Advisors LLC
- $5.03 Billion
- Q4 2023
A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 76,165 shares of IWN stock, worth $11.4 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
76,165
Previous 77,990
2.34%
Holding current value
$11.4 Million
Previous $10.6 Million
11.91%
% of portfolio
0.24%
Previous 0.24%
Shares
30 transactions
Others Institutions Holding IWN
# of Institutions
1,011Shares Held
59.9MCall Options Held
468KPut Options Held
254K-
Bank Of America Corp Charlotte, NC6.24MShares$937 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.07MShares$911 Million0.08% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.59MShares$388 Million1.26% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$375 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.35MShares$352 Million0.51% of portfolio