Aletheian Wealth Advisors LLC Ishares Russell2000 Val ETF Transaction History
Aletheian Wealth Advisors LLC
- $162 Million
- Q4 2024
A detailed history of Aletheian Wealth Advisors LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 6,454 shares of IWN stock, worth $1.01 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
6,454
Previous 6,389
1.02%
Holding current value
$1.01 Million
Previous $1.07 Million
0.56%
% of portfolio
0.65%
Previous 0.65%
Shares
13 transactions
Others Institutions Holding IWN
# of Institutions
1,147Shares Held
60.4MCall Options Held
540KPut Options Held
149K-
Bank Of America Corp Charlotte, NC6.72MShares$1.05 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$859 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$429 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$428 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$391 Million1.27% of portfolio