Diversify Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024

A detailed history of Diversify Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 2,867 shares of IWN stock, worth $478,645. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,867
Previous 1,415 102.61%
Holding current value
$478,645
Previous $234 Million 96.01%
% of portfolio
0.04%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$162.69 - $181.35 $236,225 - $263,320
1,452 Added 102.61%
2,867 $458 Million
Q3 2024

Oct 25, 2024
BUY
$150.05 - $171.34 $212,320 - $242,446
1,415 New
1,415 $234 Million

Others Institutions Holding IWN

# of Institutions
1,061
Shares Held
58.7M
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
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