Blue Bell Private Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Blue Bell Private Wealth Management, LLC

  • $499 Million
  • Q3 2024

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 6,291 shares of IWN stock, worth $1.03 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,291
Previous 6,491 3.08%
Holding current value
$1.03 Million
Previous $988,000 6.17%
% of portfolio
0.21%
Previous 0.21%

Shares

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

Oct 28, 2024
SELL
$150.05 - $171.34 $30,010 - $34,268
-200 Reduced 3.08%
6,291 $1.05 Million
Q2 2024

Aug 05, 2024
SELL
$146.03 - $158.93 $14,603 - $15,893
-100 Reduced 1.52%
6,491 $988,000
Q4 2023

Jan 25, 2024
SELL
$125.51 - $158.2 $71,038 - $89,541
-566 Reduced 7.91%
6,591 $1.02 Million
Q3 2023

Oct 30, 2023
SELL
$133.8 - $151.24 $318,042 - $359,497
-2,377 Reduced 24.93%
7,157 $970,000
Q2 2023

Aug 08, 2023
SELL
$128.93 - $142.33 $137,439 - $151,723
-1,066 Reduced 10.06%
9,534 $1.34 Million
Q1 2023

May 08, 2023
SELL
$130.78 - $156.96 $182,961 - $219,587
-1,399 Reduced 11.66%
10,600 $1.45 Million
Q4 2022

Feb 03, 2023
SELL
$131.32 - $149.64 $64,215 - $73,173
-489 Reduced 3.92%
11,999 $1.66 Million
Q3 2022

Nov 08, 2022
SELL
$128.93 - $159.38 $157,810 - $195,081
-1,224 Reduced 8.93%
12,488 $1.61 Million
Q2 2022

Aug 02, 2022
BUY
$134.47 - $162.71 $233,305 - $282,301
1,735 Added 14.49%
13,712 $1.87 Million
Q1 2022

Apr 21, 2022
BUY
$151.25 - $169.21 $1.81 Million - $2.03 Million
11,977 New
11,977 $1.93 Million

Others Institutions Holding IWN

# of Institutions
1,051
Shares Held
58.9M
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
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