Monograph Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History
Monograph Wealth Advisors, LLC
- $727 Million
- Q3 2024
A detailed history of Monograph Wealth Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 3,055 shares of IWN stock, worth $512,109. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,055
Previous 3,055
-0.0%
Holding current value
$512,109
Previous $465,000
9.46%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding IWN
# of Institutions
1,067Shares Held
58.7MCall Options Held
987KPut Options Held
207K-
Bank Of America Corp Charlotte, NC6.32MShares$1.06 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.19MShares$870 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.73MShares$458 Million1.37% of portfolio
-
Jones Financial Companies Lllp2.58MShares$433 Million0.44% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$419 Million1.27% of portfolio