Three Bridge Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History

Three Bridge Wealth Advisors, LLC

  • $268 Million
  • Q3 2024

A detailed history of Three Bridge Wealth Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 1,820 shares of IWN stock, worth $324,451. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,820
Previous 1,820 -0.0%
Holding current value
$324,451
Previous $277,000 9.39%
% of portfolio
0.11%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$146.03 - $158.93 $4,380 - $4,767
30 Added 1.68%
1,820 $277,000
Q1 2023

May 11, 2023
SELL
$130.78 - $156.96 $2,354 - $2,825
-18 Reduced 1.0%
1,790 $245,000
Q4 2022

Feb 14, 2023
BUY
$131.32 - $149.64 $3,939 - $4,489
30 Added 1.69%
1,808 $250,000
Q3 2022

Nov 10, 2022
BUY
$128.93 - $159.38 $3,867 - $4,781
30 Added 1.69%
1,808 $233,000
Q2 2022

Nov 10, 2022
BUY
$134.47 - $162.71 $239,087 - $289,298
1,778 New
1,778 $242,000
Q1 2022

Feb 14, 2023
SELL
$151.25 - $169.21 $4,537 - $5,076
-30 Reduced 1.66%
1,778 $287,000

Others Institutions Holding IWN

# of Institutions
1,052
Shares Held
58.8M
Call Options Held
987K
Put Options Held
207K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Three Bridge Wealth Advisors, LLC Portfolio

Follow Three Bridge Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Three Bridge Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Three Bridge Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email