Navis Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History
Navis Wealth Advisors, LLC
- $116 Million
- Q2 2025
A detailed history of Navis Wealth Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 1,500 shares of IWN stock, worth $268,695. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,500Holding current value
$268,695% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding IWN
# of Institutions
1,096Shares Held
56.4MCall Options Held
337KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC6.75MShares$1.21 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.95MShares$887 Million0.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.67MShares$479 Million1.11% of portfolio
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Tiaa, Fsb St. Louis, MO2.5MShares$447 Million1.27% of portfolio
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Jones Financial Companies Lllp2.22MShares$397 Million0.27% of portfolio