A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 3,627 shares of IWN stock, worth $597,947. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,627
Previous 3,611 0.44%
Holding current value
$597,947
Previous $573 Million 3.67%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Jul 29, 2024

BUY
$146.03 - $158.93 $2,336 - $2,542
16 Added 0.44%
3,627 $552 Million
Q1 2024

Apr 22, 2024

BUY
$145.61 - $158.81 $62,903 - $68,605
432 Added 13.59%
3,611 $573 Million
Q4 2023

Jan 22, 2024

BUY
$125.51 - $158.2 $5,020 - $6,328
40 Added 1.27%
3,179 $494 Million
Q3 2023

Oct 10, 2023

SELL
$133.8 - $151.24 $119,884 - $135,511
-896 Reduced 22.21%
3,139 $425 Million
Q2 2023

Jul 12, 2023

BUY
$128.93 - $142.33 $117,326 - $129,520
910 Added 29.12%
4,035 $568 Million
Q1 2023

Jun 27, 2023

SELL
$130.78 - $156.96 $17,393 - $20,875
-133 Reduced 4.08%
3,125 $428 Million
Q4 2022

Jun 27, 2023

SELL
$131.32 - $149.64 $52,396 - $59,706
-399 Reduced 10.91%
3,258 $452 Million
Q2 2022

Jun 27, 2023

BUY
$134.47 - $162.71 $2,017 - $2,440
15 Added 0.41%
3,657 $498 Million
Q1 2022

Jun 27, 2023

BUY
$151.25 - $169.21 $2,571 - $2,876
17 Added 0.47%
3,642 $588 Million
Q4 2021

Jun 26, 2023

BUY
$157.31 - $176.88 $570,248 - $641,190
3,625 New
3,625 $602 Million

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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