A detailed history of Ballast Advisors LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Ballast Advisors LLC holds 338 shares of IWN stock, worth $59,744. This represents 0.02% of its overall portfolio holdings.

Number of Shares
338
Previous 338 -0.0%
Holding current value
$59,744
Previous $51,000 9.8%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Oct 22, 2020

BUY
$91.58 - $108.28 $1,282 - $1,515
14 Added 4.32%
338 $34,000
Q2 2020

Jul 29, 2020

BUY
$74.44 - $109.12 $521 - $763
7 Added 2.21%
324 $32,000
Q1 2020

Apr 16, 2020

BUY
$71.79 - $129.5 $430 - $777
6 Added 1.93%
317 $26,000
Q4 2019

Feb 14, 2020

BUY
$115.48 - $129.0 $35,914 - $40,119
311 New
311 $40,000

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


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

Track Ballast Advisors LLC Portfolio

Follow Ballast Advisors 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 Ballast Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ballast Advisors LLC with notifications on news.