York Bridge Wealth Partners, LLC Ishares Russell2000 Val ETF Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
A detailed history of York Bridge Wealth Partners, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 3,503 shares of IWN stock, worth $533,506. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,503
Previous 3,503
-0.0%
Holding current value
$533,506
Previous $452,000
7.3%
% of portfolio
0.12%
Previous 0.12%
Shares
12 transactions
Others Institutions Holding IWN
# of Institutions
1,009Shares Held
59.9MCall Options Held
468KPut Options Held
254K-
Bank Of America Corp Charlotte, NC6.24MShares$951 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.07MShares$925 Million0.08% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.59MShares$394 Million1.26% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$380 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.35MShares$357 Million0.51% of portfolio