A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 2,122 shares of IWN stock, worth $375,169. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,122
Previous 2,172 2.3%
Holding current value
$375,169
Previous $330,000 6.97%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Nov 06, 2024

SELL
$150.05 - $171.34 $7,502 - $8,567
-50 Reduced 2.3%
2,122 $353,000
Q1 2024

May 13, 2024

SELL
$145.61 - $158.81 $2,038 - $2,223
-14 Reduced 0.64%
2,172 $344,000
Q3 2023

Nov 09, 2023

SELL
$133.8 - $151.24 $23,548 - $26,618
-176 Reduced 7.45%
2,186 $296,000
Q2 2023

Aug 10, 2023

BUY
$128.93 - $142.33 $2,191 - $2,419
17 Added 0.72%
2,362 $332,000
Q4 2022

May 16, 2023

SELL
$131.32 - $149.64 $236,901 - $269,950
-1,804 Reduced 76.93%
541 $75,000
Q4 2022

Feb 13, 2023

BUY
$131.32 - $149.64 $307,945 - $350,905
2,345 New
2,345 $325,000
Q1 2022

May 12, 2022

SELL
$151.25 - $169.21 $80,918 - $90,527
-535 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$157.31 - $176.88 $84,160 - $94,630
535 New
535 $89,000

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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