Synergy Asset Management, LLC Ishares Russell2000 Val ETF Transaction History
Synergy Asset Management, LLC
- $902 Million
- Q4 2025
A detailed history of Synergy Asset Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Synergy Asset Management, LLC holds 13,705 shares of IWN stock, worth $2.39 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
13,705Holding current value
$2.39 Million% of portfolio
0.27%Shares
2 transactions
Others Institutions Holding IWN
# of Institutions
1,121Shares Held
54.3MCall 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