Inves Trust Ishares Russell2000 Val ETF Transaction History

Inves Trust

$360 Billion
Q4 2024

A detailed history of Inves Trust transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Inves Trust holds 28,015 shares of IWN stock, worth $4.58 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

28,015

Holding current value

$4.58 Million

% of portfolio

1.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 08, 2025	BUY	$162.69 - $181.35 $4.56 Million - $5.08 Million	28,015 New	28,015 $4.59 Billion

Others Institutions Holding IWN

# of Institutions

1,054

Shares Held

58.8M

Call Options Held

987K

Put Options Held

207K

Bank Of America Corp Charlotte, NC

6.32M
Shares

$1.03 Billion
0.09% of portfolio
Morgan Stanley New York, NY

5.19M
Shares

$849 Million
0.06% of portfolio
Tiaa Trust, National Association Charlotte, NC

2.73M
Shares

$447 Million
1.37% of portfolio
Jones Financial Companies Lllp

2.58M
Shares

$423 Million
0.44% of portfolio
Tiaa, Fsb St. Louis, MO

2.5M
Shares

$409 Million
1.27% of portfolio

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About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

More about IWN

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