Southern Wealth Management, LLP Ishares Russell2000 Val ETF Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
A detailed history of Southern Wealth Management, LLP transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Southern Wealth Management, LLP holds 22,791 shares of IWN stock, worth $3.74 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
22,791
Previous 31,415
27.45%
Holding current value
$3.74 Million
Previous $4.36 Million
28.33%
% of portfolio
1.21%
Previous 1.75%
Shares
13 transactions
Others Institutions Holding IWN
# of Institutions
999Shares Held
59.4MCall Options Held
280KPut Options Held
140K-
Bank Of America Corp Charlotte, NC6.67MShares$1.09 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.91MShares$805 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.63MShares$432 Million1.24% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$409 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.48MShares$406 Million0.44% of portfolio