Tobias Financial Advisors, Inc. Ishares Russell2000 Val ETF Transaction History
Tobias Financial Advisors, Inc.
- $483 Million
- Q4 2024
A detailed history of Tobias Financial Advisors, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 18,622 shares of IWN stock, worth $2.66 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
18,622
Previous 18,608
0.08%
Holding current value
$2.66 Million
Previous $3.1 Million
1.51%
% of portfolio
0.63%
Previous 0.64%
Shares
21 transactions
Others Institutions Holding IWN
# of Institutions
1,139Shares Held
61.5MCall Options Held
540KPut Options Held
149K-
Bank Of America Corp Charlotte, NC6.72MShares$958 Million0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$782 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$391 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$390 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$356 Million1.27% of portfolio