Shepherd Financial Partners LLC Ishares Russell 2000 Gwt ETF Transaction History
Shepherd Financial Partners LLC
- $761 Million
- Q1 2024
A detailed history of Shepherd Financial Partners LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 130,364 shares of IWO stock, worth $34.1 Million. This represents 4.64% of its overall portfolio holdings.
Number of Shares
130,364
Previous 117,771
10.69%
Holding current value
$34.1 Million
Previous $29.7 Million
18.85%
% of portfolio
4.64%
Previous 4.24%
Shares
19 transactions
Others Institutions Holding IWO
# of Institutions
999Shares Held
33.4MCall Options Held
196KPut Options Held
68.4K-
Morgan Stanley New York, NY3.35MShares$874 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC3.2MShares$837 Million0.08% of portfolio
-
Barings LLC1.47MShares$384 Million10.58% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.4MShares$365 Million1.16% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$359 Million1.21% of portfolio