Windward Private Wealth Management Inc. Ishares Russell2000 Val ETF Transaction History
Windward Private Wealth Management Inc.
- $247 Million
- Q2 2024
A detailed history of Windward Private Wealth Management Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 13,133 shares of IWN stock, worth $2.13 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
13,133
Previous 13,798
4.82%
Holding current value
$2.13 Million
Previous $2.19 Million
8.72%
% of portfolio
0.81%
Previous 0.9%
Shares
14 transactions
Others Institutions Holding IWN
# of Institutions
998Shares Held
59.4MCall Options Held
280KPut Options Held
140K-
Bank Of America Corp Charlotte, NC6.67MShares$1.08 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.91MShares$795 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.63MShares$426 Million1.24% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$404 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.48MShares$401 Million0.44% of portfolio