Instrumental Wealth, LLC Ishares Russell2000 Val ETF Transaction History
Instrumental Wealth, LLC
- $143 Billion
- Q3 2025
A detailed history of Instrumental Wealth, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Instrumental Wealth, LLC holds 1,173 shares of IWN stock, worth $204,887. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,173Holding current value
$204,887% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding IWN
# of Institutions
1,125Shares Held
55.6MCall Options Held
237KPut Options Held
27.3K-
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
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Tiaa, Fsb St. Louis, MO2.5MShares$436 Million1.27% of portfolio
-
Envestnet Asset Management Inc2.15MShares$375 Million0.12% of portfolio