Vest Gen Advisors, LLC Ishares Russell2000 Val ETF Transaction History
Vest Gen Advisors, LLC
- $3 Trillion
- Q3 2025
A detailed history of Vest Gen Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 5,444 shares of IWN stock, worth $950,903. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,444
Previous 5,348
1.8%
Holding current value
$950,903
Previous $844 Million
14.08%
% of portfolio
0.03%
Previous 0.03%
Shares
3 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
-
Tiaa, Fsb St. Louis, MO2.5MShares$436 Million1.27% of portfolio
-
Envestnet Asset Management Inc2.15MShares$375 Million0.12% of portfolio