Provenance Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History
Provenance Wealth Advisors, LLC
- $774 Billion
- Q3 2025
A detailed history of Provenance Wealth Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 81 shares of IWN stock, worth $14,148. This represents 0.0% of its overall portfolio holdings.
Number of Shares
81
Previous 161
49.69%
Holding current value
$14,148
Previous $24.3 Million
41.08%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding IWN
# of Institutions
1,124Shares Held
54.6MCall Options Held
152KPut Options Held
25.3K-
Bank Of America Corp Charlotte, NC6.71MShares$1.17 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.68MShares$818 Million0.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.34MShares$759 Million1.89% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$436 Million1.27% of portfolio
-
Envestnet Asset Management Inc2.15MShares$375 Million0.12% of portfolio