Wealth Plan Investment Management, LLC Ishares Russell2000 Val ETF Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 8,115 shares of IWN stock, worth $1.27 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

8,115

Previous 6,873 18.07%

Holding current value

$1.27 Million

Previous $1.15 Million 16.23%

% of portfolio

0.14%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$162.69 - $181.35 $202,060 - $225,236	1,242 Added 18.07%	8,115 $1.33 Million
Q3 2024 Nov 05, 2024	BUY	$150.05 - $171.34 $1.03 Million - $1.18 Million	6,873 New	6,873 $1.15 Million
Q3 2023 Nov 09, 2023	BUY	$133.8 - $151.24 $995,873 - $1.13 Million	7,443 New	7,443 $1.01 Million
Q4 2022 Feb 15, 2023	BUY	$131.32 - $149.64 $68,286 - $77,812	520 Added 7.34%	7,609 $1.06 Million
Q3 2022 Dec 12, 2022	BUY	$128.93 - $159.38 $108,687 - $134,357	843 Added 13.5%	7,089 $1.02 Million
Q1 2022 Sep 07, 2022	BUY	$151.25 - $169.21 $944,707 - $1.06 Million	6,246 New	6,246 $929,000

Others Institutions Holding IWN

# of Institutions

1,147

Shares Held

60.4M

Call Options Held

540K

Put Options Held

149K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

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Wealth Plan Investment Management, LLC Ishares Russell2000 Val ETF Transaction History