Leo Wealth, LLC Ishares Russell2000 Val ETF Transaction History

Leo Wealth, LLC

  • $1.12 Trillion
  • Q4 2024

A detailed history of Leo Wealth, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Leo Wealth, LLC holds 1,970 shares of IWN stock, worth $305,409. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,970
Previous 2,017 2.33%
Holding current value
$305,409
Previous $336 Million 3.88%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$162.69 - $181.35 $7,646 - $8,523
-47 Reduced 2.33%
1,970 $323 Million
Q3 2024

Oct 21, 2024
BUY
$150.05 - $171.34 $1,050 - $1,199
7 Added 0.35%
2,017 $336 Million
Q2 2024

Jul 17, 2024
BUY
$146.03 - $158.93 $876 - $953
6 Added 0.3%
2,010 $306 Million
Q1 2024

May 09, 2024
SELL
$145.61 - $158.81 $27,811 - $30,332
-191 Reduced 8.7%
2,004 $318 Million
Q4 2023

Mar 14, 2024
BUY
$125.51 - $158.2 $275,494 - $347,249
2,195 New
2,195 $340 Million

Others Institutions Holding IWN

# of Institutions
1,150
Shares Held
60.4M
Call Options Held
540K
Put Options Held
149K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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