Stonebridge Financial Planning Group, LLC Ishares Russell2000 Val ETF Transaction History
Stonebridge Financial Planning Group, LLC
- $215 Million
- Q4 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 2,914 shares of IWN stock, worth $446,162. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,914
Previous 2,599
12.12%
Holding current value
$446,162
Previous $433,000
10.39%
% of portfolio
0.22%
Previous 0.21%
Shares
9 transactions
Others Institutions Holding IWN
# of Institutions
1,150Shares Held
60.2MCall Options Held
540KPut Options Held
149K-
Bank Of America Corp Charlotte, NC6.72MShares$1.03 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$840 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$419 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$418 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$382 Million1.27% of portfolio