Apella Capital, LLC Ishares Russell2000 Val ETF Transaction History

Apella Capital, LLC

$2.54 Billion
Q4 2024

A detailed history of Apella Capital, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Apella Capital, LLC holds 3,157 shares of IWN stock, worth $482,231. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,157

Previous 3,145 0.38%

Holding current value

$482,231

Previous $524,000 1.15%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$162.69 - $181.35 $1,952 - $2,176	12 Added 0.38%	3,157 $518,000
Q3 2024 Oct 03, 2024	BUY	$150.05 - $171.34 $1,950 - $2,227	13 Added 0.42%	3,145 $524,000
Q2 2024 Jul 10, 2024	BUY	$146.03 - $158.93 $55,053 - $59,916	377 Added 13.68%	3,132 $477,000
Q1 2024 Apr 10, 2024	BUY	$145.61 - $158.81 $1,310 - $1,429	9 Added 0.33%	2,755 $437,000
Q4 2023 Jan 05, 2024	BUY	$125.51 - $158.2 $878 - $1,107	7 Added 0.26%	2,746 $426,000
Q2 2023 Jul 06, 2023	BUY	$128.93 - $142.33 $159,873 - $176,489	1,240 Added 82.72%	2,739 $385,000
Q4 2022 Jan 10, 2023	BUY	$131.32 - $149.64 $196,848 - $224,310	1,499 New	1,499 $0

Others Institutions Holding IWN

# of Institutions

1,149

Shares Held

60.4M

Call Options Held

540K

Put Options Held

149K

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About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

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Apella Capital, LLC Ishares Russell2000 Val ETF Transaction History