Financial Synergies Wealth Advisors, Inc. Ishares Russell2000 Val ETF Transaction History
Financial Synergies Wealth Advisors, Inc.
- $918 Billion
- Q2 2025
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 30,276 shares of IWN stock, worth $4.88 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
30,276
Previous 30,163
0.37%
Holding current value
$4.88 Million
Previous $4.55 Billion
4.88%
% of portfolio
0.52%
Previous 0.55%
Shares
11 transactions
Others Institutions Holding IWN
# of Institutions
1,082Shares Held
59.3MCall Options Held
453KPut Options Held
29.6K-
Bank Of America Corp Charlotte, NC6.33MShares$1.02 Billion0.08% of portfolio
-
Morgan Stanley New York, NY5.06MShares$814 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.67MShares$430 Million1.11% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$402 Million1.27% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK2.4MShares$387 Million5.06% of portfolio