A detailed history of Atticus Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 717 shares of IWN stock, worth $126,765. This represents 0.04% of its overall portfolio holdings.

Number of Shares
717
Previous 713 0.56%
Holding current value
$126,765
Previous $108,000 10.19%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 15, 2024

BUY
$150.05 - $171.34 $600 - $685
4 Added 0.56%
717 $119,000
Q2 2024

Jul 17, 2024

SELL
$146.03 - $158.93 $292 - $317
-2 Reduced 0.28%
713 $108,000
Q1 2024

Apr 17, 2024

SELL
$145.61 - $158.81 $1,019 - $1,111
-7 Reduced 0.97%
715 $113,000
Q4 2023

Jan 17, 2024

BUY
$125.51 - $158.2 $1,004 - $1,265
8 Added 1.12%
722 $112,000
Q2 2023

Jul 20, 2023

SELL
$128.93 - $142.33 $3,223 - $3,558
-25 Reduced 3.38%
714 $100,000
Q1 2023

Apr 17, 2023

BUY
$130.78 - $156.96 $523 - $627
4 Added 0.54%
739 $101,000
Q4 2022

Jan 31, 2023

BUY
$131.32 - $149.64 $96,520 - $109,985
735 New
735 $101,000
Q2 2022

Jul 13, 2022

BUY
$134.47 - $162.71 $403 - $488
3 Added 0.41%
726 $99,000
Q1 2022

Apr 15, 2022

BUY
$151.25 - $169.21 $302 - $338
2 Added 0.28%
723 $117,000
Q4 2021

Jan 26, 2022

BUY
$157.31 - $176.88 $1,101 - $1,238
7 Added 0.98%
721 $120,000
Q2 2021

Jul 21, 2021

BUY
$156.91 - $173.97 $470 - $521
3 Added 0.42%
714 $118,000
Q4 2020

Jan 20, 2021

BUY
$100.9 - $132.3 $5,953 - $7,805
59 Added 9.05%
711 $94,000
Q3 2020

Oct 21, 2020

BUY
$91.58 - $108.28 $366 - $433
4 Added 0.62%
652 $65,000
Q2 2020

Jul 15, 2020

BUY
$74.44 - $109.12 $521 - $763
7 Added 1.09%
648 $63,000
Q4 2019

Feb 03, 2020

BUY
$115.48 - $129.0 $74,022 - $82,689
641 New
641 $82,000

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Atticus Wealth Management, LLC Portfolio

Follow Atticus Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atticus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atticus Wealth Management, LLC with notifications on news.