Towerpoint Wealth, LLC Ishares Russell2000 Val ETF Transaction History
Towerpoint Wealth, LLC
- $198 Million
- Q1 2025
A detailed history of Towerpoint Wealth, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 11,459 shares of IWN stock, worth $1.66 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
11,459
Previous 11,708
2.13%
Holding current value
$1.66 Million
Previous $1.92 Million
9.89%
% of portfolio
0.87%
Previous 0.96%
Shares
26 transactions
Others Institutions Holding IWN
# of Institutions
1,141Shares Held
61.5MCall Options Held
540KPut Options Held
149K-
Bank Of America Corp Charlotte, NC6.72MShares$972 Million0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$793 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$396 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$395 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$361 Million1.27% of portfolio