Retirement Planning CO Of New England, Inc. Ishares Russell2000 Val ETF Transaction History

Retirement Planning CO Of New England, Inc.

$197 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$151.25 - $169.21 $18,150 - $20,305	-120 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$157.31 - $176.88 $18,877 - $21,225	120 New	120 $19,000

Others Institutions Holding IWN

# of Institutions

1,052

Shares Held

58.8M

Call Options Held

987K

Put Options Held

207K

Bank Of America Corp Charlotte, NC

6.32M
Shares

$1.09 Billion
0.09% of portfolio
Morgan Stanley New York, NY

5.19M
Shares

$895 Million
0.06% of portfolio
Tiaa Trust, National Association Charlotte, NC

2.73M
Shares

$471 Million
1.37% of portfolio
Jones Financial Companies Lllp

2.58M
Shares

$446 Million
0.44% of portfolio
Tiaa, Fsb St. Louis, MO

2.5M
Shares

$431 Million
1.27% of portfolio

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