Moneta Group Investment Advisors LLC Ishares Russell2000 Val ETF Transaction History
Moneta Group Investment Advisors LLC
- $7.05 Billion
- Q4 2024
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 94,171 shares of IWN stock, worth $14.2 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
94,171
Previous 98,020
3.93%
Holding current value
$14.2 Million
Previous $16.4 Million
5.45%
% of portfolio
0.22%
Previous 0.18%
Shares
34 transactions
Others Institutions Holding IWN
# of Institutions
1,146Shares Held
60.1MCall Options Held
540KPut Options Held
149K-
Bank Of America Corp Charlotte, NC6.72MShares$1.02 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$829 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$414 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$413 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$378 Million1.27% of portfolio