Transform Wealth, LLC Ishares Russell2000 Val ETF Transaction History
Transform Wealth, LLC
- $1.46 Billion
- Q3 2024
A detailed history of Transform Wealth, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 4,516 shares of IWN stock, worth $752,862. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,516
Previous 4,439
1.73%
Holding current value
$752,862
Previous $676,000
11.39%
% of portfolio
0.05%
Previous 0.05%
Shares
29 transactions
Others Institutions Holding IWN
# of Institutions
1,014Shares Held
60.5MCall Options Held
280KPut Options Held
140K-
Bank Of America Corp Charlotte, NC6.67MShares$1.11 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.91MShares$819 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.63MShares$439 Million1.24% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$416 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.48MShares$413 Million0.44% of portfolio