Prosperity Planning, Inc. Ishares Russell2000 Val ETF Transaction History
Prosperity Planning, Inc.
- $302 Million
- Q4 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 19,869 shares of IWN stock, worth $3.34 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
19,869
Previous 22,124
10.19%
Holding current value
$3.34 Million
Previous $3.69 Million
11.63%
% of portfolio
1.08%
Previous 1.19%
Shares
14 transactions
Others Institutions Holding IWN
# of Institutions
1,073Shares Held
59MCall 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$872 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.73MShares$459 Million1.37% of portfolio
-
Jones Financial Companies Lllp2.58MShares$434 Million0.44% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$419 Million1.27% of portfolio