Nvest Financial, LLC Ishares Russell2000 Val ETF Transaction History
Nvest Financial, LLC
- $187 Million
- Q4 2024
A detailed history of Nvest Financial, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Nvest Financial, LLC holds 2,018 shares of IWN stock, worth $337,974. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,018
Previous 1,802
11.99%
Holding current value
$337,974
Previous $300,000
10.33%
% of portfolio
0.18%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding IWN
# of Institutions
1,139Shares Held
63.2MCall Options Held
717KPut Options Held
151K-
Bank Of America Corp Charlotte, NC6.72MShares$1.13 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$918 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$459 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$457 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$418 Million1.27% of portfolio