Shakespeare Wealth Management, Inc. Ishares Russell2000 Val ETF Transaction History
Shakespeare Wealth Management, Inc.
- $379 Million
- Q3 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 9,550 shares of IWN stock, worth $1.65 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
9,550
Previous 10,118
5.61%
Holding current value
$1.65 Million
Previous $1.54 Million
3.44%
% of portfolio
0.42%
Previous 0.45%
Shares
24 transactions
Others Institutions Holding IWN
# of Institutions
1,053Shares Held
58.8MCall Options Held
987KPut Options Held
207K-
Bank Of America Corp Charlotte, NC6.32MShares$1.09 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.19MShares$895 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.73MShares$471 Million1.37% of portfolio
-
Jones Financial Companies Lllp2.58MShares$446 Million0.44% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$431 Million1.27% of portfolio