Shepherd Financial Partners LLC Ishares Russell2000 Val ETF Transaction History
Shepherd Financial Partners LLC
- $828 Million
- Q4 2024
A detailed history of Shepherd Financial Partners LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 1,465 shares of IWN stock, worth $229,594. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,465
Previous 1,465
-0.0%
Holding current value
$229,594
Previous $244,000
1.64%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding IWN
# of Institutions
1,149Shares Held
60.4MCall Options Held
540KPut Options Held
149K-
Bank Of America Corp Charlotte, NC6.72MShares$1.05 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$859 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$429 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$428 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$391 Million1.27% of portfolio