Prosperity Planning, Inc. Ishares Russell2000 Val ETF Transaction History
Prosperity Planning, Inc.
- $309 Million
- Q3 2024
A detailed history of Prosperity Planning, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Prosperity Planning, Inc. holds 22,124 shares of IWN stock, worth $3.62 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
22,124
Previous 22,928
3.51%
Holding current value
$3.62 Million
Previous $3.49 Million
5.7%
% of portfolio
1.19%
Previous 1.2%
Shares
13 transactions
Others Institutions Holding IWN
# of Institutions
1,054Shares Held
58.9MCall Options Held
987KPut Options Held
207K-
Bank Of America Corp Charlotte, NC6.32MShares$1.03 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.19MShares$849 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.73MShares$447 Million1.37% of portfolio
-
Jones Financial Companies Lllp2.58MShares$423 Million0.44% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$409 Million1.27% of portfolio