Polaris Wealth Advisory Group, LLC Ishares Russell2000 Val ETF Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
Shares
3 transactions
Others Institutions Holding IWN
# of Institutions
1,052Shares Held
59MCall Options Held
987KPut Options Held
207K-
Bank Of America Corp Charlotte, NC6.32MShares$1.13 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.19MShares$928 Million0.06% of portfolio
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Tiaa Trust, National Association Charlotte, NC2.73MShares$489 Million1.37% of portfolio
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Jones Financial Companies Lllp2.58MShares$462 Million0.44% of portfolio
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Tiaa, Fsb St. Louis, MO2.5MShares$446 Million1.27% of portfolio