Financial Synergies Wealth Advisors, Inc. Ishares Russell2000 Val ETF Transaction History

Financial Synergies Wealth Advisors, Inc.

$762 Billion
Q1 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 26,461 shares of IWN stock, worth $3.98 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

26,461

Previous 25,787 2.61%

Holding current value

$3.98 Million

Previous $3.58 Billion 17.52%

% of portfolio

0.55%

Previous 0.55%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$145.61 - $158.81 $98,141 - $107,037	674 Added 2.61%	26,461 $4.2 Billion
Q4 2023 Apr 04, 2024	SELL	$125.51 - $158.2 $31,000 - $39,075	-247 Reduced 0.95%	25,787 $3.58 Billion
Q2 2023 Apr 04, 2024	BUY	$128.93 - $142.33 $14,698 - $16,225	114 Added 0.44%	26,034 $3.67 Billion
Q1 2023 Apr 04, 2024	BUY	$130.78 - $156.96 $17,393 - $20,875	133 Added 0.52%	25,920 $3.55 Billion
Q4 2022 Apr 04, 2024	SELL	$136.05 - $149.64 $83,534 - $91,878	-614 Reduced 2.33%	25,787 $3.58 Billion

Q2 2022 Apr 04, 2024	BUY	$134.47 - $162.71 $3.55 Million - $4.3 Million	26,401 New	26,401 $3.59 Billion

Others Institutions Holding IWN

# of Institutions

1,009

Shares Held

59.9M

Call Options Held

468K

Put Options Held

254K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

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Financial Synergies Wealth Advisors, Inc. Ishares Russell2000 Val ETF Transaction History