Prosperity Planning, Inc. Ishares Russell2000 Val ETF Transaction History
Prosperity Planning, Inc.
- $307 Million
- Q1 2025
A detailed history of Prosperity Planning, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Prosperity Planning, Inc. holds 19,606 shares of IWN stock, worth $2.84 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
19,606
Previous 19,869
1.32%
Holding current value
$2.84 Million
Previous $3.26 Million
9.11%
% of portfolio
0.96%
Previous 1.08%
Shares
15 transactions
Others Institutions Holding IWN
# of Institutions
1,141Shares Held
61.5MCall Options Held
540KPut Options Held
149K-
Bank Of America Corp Charlotte, NC6.72MShares$972 Million0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$793 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$396 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$395 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$361 Million1.27% of portfolio