Aft, Forsyth & Company, Inc. Ishares Russell2000 Val ETF Transaction History

Aft, Forsyth & Company, Inc.

$174 Million
Q1 2024

A detailed history of Aft, Forsyth & Company, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Aft, Forsyth & Company, Inc. holds 4,069 shares of IWN stock, worth $650,877. This represents 0.37% of its overall portfolio holdings.

Number of Shares

4,069

Previous 4,068 0.02%

Holding current value

$650,877

Previous $631,000 2.38%

% of portfolio

0.37%

Previous 0.4%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$145.61 - $158.81 $145 - $158	1 Added 0.02%	4,069 $646,000
Q4 2023 Feb 09, 2024	SELL	$125.51 - $158.2 $6,275 - $7,909	-50 Reduced 1.21%	4,068 $631,000
Q2 2023 Aug 14, 2023	BUY	$128.93 - $142.33 $128 - $142	1 Added 0.02%	4,118 $579,000
Q4 2022 Feb 13, 2023	BUY	$136.05 - $149.64 $136 - $149	1 Added 0.02%	4,117 $570,000
Q4 2021 Feb 07, 2022	BUY	$157.31 - $176.88 $157 - $176	1 Added 0.02%	4,116 $683,000

Q3 2021 Nov 08, 2021	SELL	$152.99 - $167.43 $7,649 - $8,371	-50 Reduced 1.2%	4,115 $659,000
Q2 2021 Jul 15, 2021	SELL	$156.91 - $173.97 $7,845 - $8,698	-50 Reduced 1.19%	4,165 $690,000
Q4 2020 Feb 09, 2021	SELL	$100.9 - $132.3 $7,567 - $9,922	-75 Reduced 1.75%	4,215 $555,000
Q3 2020 Nov 05, 2020	SELL	$91.58 - $108.28 $31,595 - $37,356	-345 Reduced 7.44%	4,290 $426,000
Q1 2020 May 11, 2020	SELL	$71.79 - $129.5 $58,293 - $105,154	-812 Reduced 14.91%	4,635 $380,000
Q2 2019 Jul 29, 2019	BUY	$114.14 - $126.06 $92,681 - $102,360	812 Added 17.52%	5,447 $656,000
Q4 2017 Feb 12, 2018	BUY	$121.05 - $128.04 $561,066 - $593,465	4,635	4,635 $583,000

Others Institutions Holding IWN

# of Institutions

1,012

Shares Held

60M

Call Options Held

468K

Put Options Held

254K

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About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
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Aft, Forsyth & Company, Inc. Ishares Russell2000 Val ETF Transaction History