Wealth Preservation Advisors, LLC Ishares Russell2000 Val ETF Transaction History
Wealth Preservation Advisors, LLC
- $172 Billion
- Q3 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 150 shares of IWN stock, worth $26,200. This represents 0.02% of its overall portfolio holdings.
Number of Shares
150
Previous 150
-0.0%
Holding current value
$26,200
Previous $23.7 Million
12.08%
% of portfolio
0.02%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IWN
# of Institutions
1,125Shares Held
55.6MCall Options Held
237KPut Options Held
27.3K-
Bank Of America Corp Charlotte, NC6.71MShares$1.17 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.68MShares$818 Million0.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.34MShares$759 Million1.89% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$436 Million1.27% of portfolio
-
Envestnet Asset Management Inc2.15MShares$375 Million0.12% of portfolio