Taylor, Cottrill, Erickson & Associates, Inc. Ishares Russell2000 Val ETF Transaction History
Taylor, Cottrill, Erickson & Associates, Inc.
- $338 Million
- Q2 2024
A detailed history of Taylor, Cottrill, Erickson & Associates, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Taylor, Cottrill, Erickson & Associates, Inc. holds 27,736 shares of IWN stock, worth $4.57 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
27,736
Previous 27,849
0.41%
Holding current value
$4.57 Million
Previous $4.42 Million
4.48%
% of portfolio
1.25%
Previous 1.3%
Shares
23 transactions
Others Institutions Holding IWN
# of Institutions
998Shares Held
59.5MCall Options Held
280KPut Options Held
140K-
Bank Of America Corp Charlotte, NC6.67MShares$1.1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.91MShares$810 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.63MShares$434 Million1.24% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$412 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.48MShares$408 Million0.44% of portfolio