Northern Oak Wealth Management Inc Ishares Russell2000 Val ETF Transaction History
Northern Oak Wealth Management Inc
- $788 Million
- Q4 2024
A detailed history of Northern Oak Wealth Management Inc transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 1,495 shares of IWN stock, worth $249,799. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,495
Previous 1,566
4.53%
Holding current value
$249,799
Previous $261,000
6.13%
% of portfolio
0.03%
Previous 0.03%
Shares
20 transactions
Others Institutions Holding IWN
# of Institutions
1,099Shares Held
60.1MCall 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$867 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.73MShares$457 Million1.37% of portfolio
-
Jones Financial Companies Lllp2.73MShares$456 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$417 Million1.27% of portfolio