Waldron Private Wealth LLC Ishares Russell2000 Val ETF Transaction History
Waldron Private Wealth LLC
- $2.4 Billion
- Q3 2024
A detailed history of Waldron Private Wealth LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Waldron Private Wealth LLC holds 236,402 shares of IWN stock, worth $40.3 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
236,402
Previous 243,783
3.03%
Holding current value
$40.3 Million
Previous $37.1 Million
6.22%
% of portfolio
1.64%
Previous 1.67%
Shares
32 transactions
Others Institutions Holding IWN
# of Institutions
1,013Shares Held
59.3MCall Options Held
280KPut Options Held
140K-
Bank Of America Corp Charlotte, NC6.67MShares$1.14 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.91MShares$837 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.63MShares$449 Million1.24% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$425 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.48MShares$422 Million0.44% of portfolio