Wealthsource Partners, LLC Ishares Russell2000 Val ETF Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Wealthsource Partners, LLC holds 15,549 shares of IWN stock, worth $2.66 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
15,549
Previous 13,211
17.7%
Holding current value
$2.66 Million
Previous $1.79 Million
34.92%
% of portfolio
0.16%
Previous 0.12%
Shares
18 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