Shakespeare Wealth Management, Inc. Ishares Russell2000 Val ETF Transaction History
Shakespeare Wealth Management, Inc.
- $369 Million
- Q4 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 9,425 shares of IWN stock, worth $1.44 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
9,425
Previous 9,550
1.31%
Holding current value
$1.44 Million
Previous $1.59 Million
2.89%
% of portfolio
0.42%
Previous 0.42%
Shares
25 transactions
Others Institutions Holding IWN
# of Institutions
1,149Shares Held
60.4MCall Options Held
540KPut Options Held
149K-
Bank Of America Corp Charlotte, NC6.72MShares$1.03 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$838 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$418 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$417 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$381 Million1.27% of portfolio