Goal Vest Advisory LLC Ishares Russell2000 Val ETF Transaction History
Goal Vest Advisory LLC
- $352 Million
- Q4 2024
A detailed history of Goal Vest Advisory LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 72 shares of IWN stock, worth $11,162. This represents 0.0% of its overall portfolio holdings.
Number of Shares
72
Previous 72
-0.0%
Holding current value
$11,162
Previous $12,000
8.33%
% of portfolio
0.0%
Previous 0.0%
Shares
7 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$1.04 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$850 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$424 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$423 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$387 Million1.27% of portfolio