Transform Wealth, LLC Ishares Russell2000 Val ETF Transaction History
Transform Wealth, LLC
- $1.31 Billion
- Q2 2024
A detailed history of Transform Wealth, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 4,439 shares of IWN stock, worth $760,578. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,439
Previous 4,409
0.68%
Holding current value
$760,578
Previous $700,000
3.43%
% of portfolio
0.05%
Previous 0.07%
Shares
28 transactions
Others Institutions Holding IWN
# of Institutions
997Shares Held
59.1MCall Options Held
465KPut Options Held
254K-
Bank Of America Corp Charlotte, NC6.24MShares$1.07 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.07MShares$1.04 Billion0.08% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.59MShares$443 Million1.26% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$428 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.35MShares$402 Million0.51% of portfolio