Financial Synergies Wealth Advisors, Inc. Ishares Russell2000 Val ETF Transaction History
Financial Synergies Wealth Advisors, Inc.
- $822 Billion
- Q1 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 30,163 shares of IWN stock, worth $4.55 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
30,163
Previous 27,104
11.29%
Holding current value
$4.55 Million
Previous $4.45 Billion
2.35%
% of portfolio
0.55%
Previous 0.55%
Shares
10 transactions
Others Institutions Holding IWN
# of Institutions
1,097Shares Held
59.9MCall Options Held
453KPut Options Held
29.6K-
Bank Of America Corp Charlotte, NC6.33MShares$955 Million0.08% of portfolio
-
Morgan Stanley New York, NY5.06MShares$763 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.84MShares$429 Million1.34% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$377 Million1.27% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK2.4MShares$362 Million5.06% of portfolio