Shepherd Financial Partners LLC Ishares Russell2000 Val ETF Transaction History
Shepherd Financial Partners LLC
- $761 Million
- Q1 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 1,717 shares of IWN stock, worth $260,056. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,717
Previous 1,916
10.39%
Holding current value
$260,056
Previous $297,000
8.42%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding IWN
# of Institutions
1,010Shares Held
59.9MCall Options Held
468KPut Options Held
254K-
Bank Of America Corp Charlotte, NC6.24MShares$946 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.07MShares$919 Million0.08% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.59MShares$392 Million1.26% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$378 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.35MShares$355 Million0.51% of portfolio