Centricity Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History
Centricity Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Centricity Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 300 shares of IWN stock, worth $52,400. This represents 0.04% of its overall portfolio holdings.
Number of Shares
300
Previous 300
-0.0%
Holding current value
$52,400
Previous $45.3 Million
4.49%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding IWN
# of Institutions
1,125Shares Held
54.4MCall 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