Capital A Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History
Capital A Wealth Management, LLC
- $8.94 Billion
- Q2 2025
A detailed history of Capital A Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 615 shares of IWN stock, worth $107,422. This represents 1.07% of its overall portfolio holdings.
Number of Shares
615Holding current value
$107,422% of portfolio
1.07%Shares
2 transactions
Others Institutions Holding IWN
# of Institutions
1,125Shares Held
54.4MCall Options Held
152KPut Options Held
25.3K-
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
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Tiaa, Fsb St. Louis, MO2.5MShares$436 Million1.27% of portfolio
-
Envestnet Asset Management Inc2.15MShares$375 Million0.12% of portfolio