Northwest Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History
Northwest Wealth Management, LLC
- $465 Million
- Q4 2024
A detailed history of Northwest Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 20,783 shares of IWN stock, worth $2.9 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
20,783
Previous 21,035
1.2%
Holding current value
$2.9 Million
Previous $3.51 Million
2.79%
% of portfolio
0.73%
Previous 0.83%
Shares
28 transactions
Others Institutions Holding IWN
# of Institutions
1,140Shares Held
60.3MCall Options Held
540KPut Options Held
149K-
Bank Of America Corp Charlotte, NC6.72MShares$936 Million0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$764 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$381 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$380 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$348 Million1.27% of portfolio