Comprehensive Financial Management LLC Ishares Russell2000 Val ETF Transaction History
Comprehensive Financial Management LLC
- $3.59 Billion
- Q3 2025
A detailed history of Comprehensive Financial Management LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Comprehensive Financial Management LLC holds 230,481 shares of IWN stock, worth $40.3 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
230,481
Previous 230,481
-0.0%
Holding current value
$40.3 Million
Previous $36.4 Million
12.08%
% of portfolio
1.13%
Previous 1.02%
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