Soft Vest Advisors, LLC Ishares Russell2000 Val ETF Transaction History
Soft Vest Advisors, LLC
- $492 Million
- Q3 2025
A detailed history of Soft Vest Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Soft Vest Advisors, LLC holds 970,000 shares of IWN stock, worth $169 Million. This represents 69.44% of its overall portfolio holdings.
Number of Shares
970,000Holding current value
$169 Million% of portfolio
69.44%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
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
-
Tiaa, Fsb St. Louis, MO2.5MShares$436 Million1.27% of portfolio
-
Envestnet Asset Management Inc2.15MShares$375 Million0.12% of portfolio