A detailed history of Legacy Capital Group California, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Legacy Capital Group California, Inc. holds 2,513 shares of IWN stock, worth $444,298. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,513
Previous 2,340 7.39%
Holding current value
$444,298
Previous $356 Million 17.62%
% of portfolio
0.14%
Previous 0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$150.05 - $171.34 $25,958 - $29,641
173 Added 7.39%
2,513 $419 Million
Q2 2024

Jul 22, 2024

BUY
$146.03 - $158.93 $33,586 - $36,553
230 Added 10.9%
2,340 $356 Million
Q1 2024

May 07, 2024

SELL
$145.61 - $158.81 $109,498 - $119,425
-752 Reduced 26.28%
2,110 $335 Million
Q4 2023

Feb 08, 2024

SELL
$125.51 - $158.2 $398,117 - $501,810
-3,172 Reduced 52.57%
2,862 $445 Million
Q3 2023

Nov 06, 2023

BUY
$133.8 - $151.24 $1,739 - $1,966
13 Added 0.22%
6,034 $818 Million
Q2 2023

Aug 10, 2023

BUY
$128.93 - $142.33 $25,914 - $28,608
201 Added 3.45%
6,021 $848 Million
Q1 2023

May 11, 2023

BUY
$130.78 - $156.96 $761,139 - $913,507
5,820 New
5,820 $797 Million

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


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