New England Private Wealth Advisors LLC Ishares Russell2000 Val ETF Transaction History
New England Private Wealth Advisors LLC
- $606 Million
- Q3 2024
A detailed history of New England Private Wealth Advisors LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 1,656 shares of IWN stock, worth $297,666. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,656
Previous 1,656
-0.0%
Holding current value
$297,666
Previous $252,000
9.52%
% of portfolio
0.05%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding IWN
# of Institutions
1,052Shares Held
59MCall Options Held
987KPut Options Held
207K-
Bank Of America Corp Charlotte, NC6.32MShares$1.14 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.19MShares$933 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.73MShares$491 Million1.37% of portfolio
-
Jones Financial Companies Lllp2.58MShares$465 Million0.44% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$449 Million1.27% of portfolio