Hoxton Planning & Management, LLC Ishares Russell2000 Val ETF Transaction History

Hoxton Planning & Management, LLC

  • $300 Million
  • Q3 2025

A detailed history of Hoxton Planning & Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 1,409 shares of IWN stock, worth $249,153. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,409
Previous 1,435 1.81%
Holding current value
$249,153
Previous $226,000 10.18%
% of portfolio
0.08%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$157.1 - $178.94 $4,084 - $4,652
-26 Reduced 1.81%
1,409 $249,000
Q2 2025

Aug 06, 2025
SELL
$131.84 - $157.76 $393,674 - $471,071
-2,986 Reduced 67.54%
1,435 $226,000
Q1 2025

May 08, 2025
SELL
$149.27 - $169.4 $30,152 - $34,218
-202 Reduced 4.37%
4,421 $667,000
Q4 2024

Sep 08, 2025
BUY
$162.69 - $181.35 $511,009 - $569,620
3,141 Added 218.89%
4,576 $751,000
Q3 2024

Oct 08, 2024
SELL
$150.05 - $171.34 $63,321 - $72,305
-422 Reduced 8.36%
4,623 $771,000
Q2 2024

Jul 18, 2024
SELL
$146.03 - $158.93 $37,821 - $41,162
-259 Reduced 4.88%
5,045 $768,000
Q1 2024

Apr 12, 2024
SELL
$145.61 - $158.81 $590,594 - $644,133
-4,056 Reduced 43.33%
5,304 $842,000
Q4 2023

Jan 30, 2024
BUY
$125.51 - $158.2 $867,901 - $1.09 Million
6,915 Added 282.82%
9,360 $1.45 Million
Q3 2023

Oct 26, 2023
BUY
$133.8 - $151.24 $327,141 - $369,781
2,445 New
2,445 $331,000
Q1 2023

May 15, 2023
BUY
$130.78 - $156.96 $241,027 - $289,277
1,843 New
1,843 $253 Million

Others Institutions Holding IWN

# of Institutions
1,117
Shares Held
56.1M
Call Options Held
337K
Put Options Held
19.7K
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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