Bergan Kdv Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 102 shares of IWN stock, worth $17,615. This represents 0.0% of its overall portfolio holdings.

Number of Shares
102
Previous 102 -0.0%
Holding current value
$17,615
Previous $13,000 7.69%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 27, 2023
SELL
$130.78 - $156.96 $4,446 - $5,336
-34 Reduced 25.0%
102 $13,000
Q4 2022

Jan 31, 2023
BUY
$131.32 - $149.64 $4,464 - $5,087
34 Added 33.33%
136 $18,000
Q3 2018

Nov 09, 2018
BUY
$132.46 - $137.1 $132 - $137
1 Added 0.99%
102 $14,000
Q2 2018

Jul 23, 2018
BUY
$119.36 - $135.64 $12,055 - $13,699
101 New
101 $13,000

Others Institutions Holding IWN

# of Institutions
1,051
Shares Held
58.8M
Call Options Held
987K
Put Options Held
207K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv 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 Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email