Soltis Investment Advisors LLC Ishares Russell2000 Val ETF Transaction History
Soltis Investment Advisors LLC
- $1.03 Billion
- Q4 2024
A detailed history of Soltis Investment Advisors LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 1,537 shares of IWN stock, worth $235,314. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,537
Previous 1,519
1.18%
Holding current value
$235,314
Previous $253,000
0.4%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IWN
# of Institutions
1,150Shares Held
60.4MCall Options Held
540KPut Options Held
149K-
Bank Of America Corp Charlotte, NC6.72MShares$1.03 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$839 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$419 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$418 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$382 Million1.27% of portfolio