Bordeaux Wealth Advisors LLC Ishares Russell2000 Val ETF Transaction History

Bordeaux Wealth Advisors LLC

  • $619 Million
  • Q4 2024

A detailed history of Bordeaux Wealth Advisors LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 1,750 shares of IWN stock, worth $295,855. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,750
Previous 1,750 -0.0%
Holding current value
$295,855
Previous $287,000 -0.0%
% of portfolio
0.05%
Previous 0.05%

Shares

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

May 04, 2023
BUY
$130.78 - $156.96 $228,865 - $274,680
1,750 New
1,750 $239,000

Others Institutions Holding IWN

# of Institutions
1,092
Shares Held
60M
Call Options Held
707K
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 Bordeaux Wealth Advisors LLC Portfolio

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

News

Stay updated on Bordeaux Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email