Aletheian Wealth Advisors LLC Ishares Russell2000 Val ETF Transaction History

Aletheian Wealth Advisors LLC

  • $163 Million
  • Q3 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 6,389 shares of IWN stock, worth $1.13 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
6,389
Previous 6,131 4.21%
Holding current value
$1.13 Million
Previous $933,000 14.15%
% of portfolio
0.65%
Previous 0.51%

Shares

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

Oct 25, 2024
BUY
$150.05 - $171.34 $38,712 - $44,205
258 Added 4.21%
6,389 $1.07 Million
Q2 2024

Jul 26, 2024
BUY
$146.03 - $158.93 $32,272 - $35,123
221 Added 3.74%
6,131 $933,000
Q1 2024

Apr 15, 2024
BUY
$145.61 - $158.81 $55,331 - $60,347
380 Added 6.87%
5,910 $938,000
Q4 2023

Jan 05, 2024
BUY
$125.51 - $158.2 $50,455 - $63,596
402 Added 7.84%
5,530 $858,000
Q3 2023

Oct 04, 2023
SELL
$133.8 - $151.24 $9,633 - $10,889
-72 Reduced 1.38%
5,128 $695,000
Q2 2023

Jul 13, 2023
BUY
$128.93 - $142.33 $45,512 - $50,242
353 Added 7.28%
5,200 $732,000
Q1 2023

May 11, 2023
SELL
$130.78 - $156.96 $359,775 - $431,796
-2,751 Reduced 36.21%
4,847 $664,000
Q4 2022

Jan 17, 2023
BUY
$131.32 - $149.64 $501,379 - $571,325
3,818 Added 101.01%
7,598 $0
Q3 2022

Oct 14, 2022
BUY
$128.93 - $159.38 $3,223 - $3,984
25 Added 0.67%
3,780 $487,000
Q2 2022

Jul 11, 2022
SELL
$134.47 - $162.71 $79,202 - $95,836
-589 Reduced 13.56%
3,755 $511,000
Q1 2022

Apr 18, 2022
SELL
$151.25 - $169.21 $7,108 - $7,952
-47 Reduced 1.07%
4,344 $701,000
Q4 2021

Apr 12, 2022
BUY
$157.31 - $176.88 $690,748 - $776,680
4,391 New
4,391 $729,000

Others Institutions Holding IWN

# of Institutions
1,021
Shares Held
61.2M
Call Options Held
840K
Put Options Held
134K
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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