Financial Synergies Wealth Advisors, Inc. Ishares Russell2000 Val ETF Transaction History
Financial Synergies Wealth Advisors, Inc.
- $806 Billion
- Q4 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 27,104 shares of IWN stock, worth $4.4 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
27,104
Previous 26,963
0.52%
Holding current value
$4.4 Million
Previous $4.5 Billion
1.07%
% of portfolio
0.55%
Previous 0.56%
Shares
9 transactions
Others Institutions Holding IWN
# of Institutions
1,141Shares Held
62.4MCall Options Held
540KPut Options Held
149K-
Bank Of America Corp Charlotte, NC6.72MShares$1.09 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$890 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$444 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$443 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$405 Million1.27% of portfolio