Valley Forge Investment Consultants Inc Adv Ishares Russell2000 Val ETF Transaction History
Valley Forge Investment Consultants Inc Adv
- $290 Million
- Q4 2024
A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 2,232 shares of IWN stock, worth $359,441. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,232
Previous 2,221
0.5%
Holding current value
$359,441
Previous $370,000
1.08%
% of portfolio
0.13%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding IWN
# of Institutions
1,147Shares Held
60.4MCall Options Held
540KPut Options Held
149K-
Bank Of America Corp Charlotte, NC6.72MShares$1.08 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$883 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$441 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$440 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$402 Million1.27% of portfolio