Financial Synergies Wealth Advisors, Inc. Ishares Russell2000 Val ETF Transaction History
Financial Synergies Wealth Advisors, Inc.
- $805 Billion
- Q3 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 26,963 shares of IWN stock, worth $4.62 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
26,963
Previous 26,824
0.52%
Holding current value
$4.62 Million
Previous $4.09 Billion
10.1%
% of portfolio
0.56%
Previous 0.55%
Shares
8 transactions
Others Institutions Holding IWN
# of Institutions
1,052Shares Held
59MCall Options Held
987KPut Options Held
207K-
Bank Of America Corp Charlotte, NC6.32MShares$1.08 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.19MShares$890 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.73MShares$468 Million1.37% of portfolio
-
Jones Financial Companies Lllp2.58MShares$443 Million0.44% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$428 Million1.27% of portfolio