Atticus Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Atticus Wealth Management, LLC

  • $343 Million
  • Q2 2025

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 713 shares of IWN stock, worth $127,940. This represents 0.03% of its overall portfolio holdings.

Number of Shares
713
Previous 710 0.42%
Holding current value
$127,940
Previous $107,000 4.67%
% of portfolio
0.03%
Previous 0.04%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$131.84 - $157.76 $395 - $473
3 Added 0.42%
713 $112,000
Q1 2025

Apr 22, 2025
SELL
$149.27 - $169.4 $1,492 - $1,694
-10 Reduced 1.39%
710 $107,000
Q4 2024

Jan 22, 2025
BUY
$162.69 - $181.35 $488 - $544
3 Added 0.42%
720 $118,000
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

# of Institutions
1,095
Shares Held
56.5M
Call Options Held
337K
Put Options Held
19.7K
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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