Clientfirst Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Clientfirst Wealth Management, LLC

  • $82.6 Million
  • Q3 2023

A detailed history of Clientfirst Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 1,526 shares of IWN stock, worth $272,040. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,526
Previous 2,026 24.68%
Holding current value
$272,040
Previous $285,000 27.72%
% of portfolio
0.25%
Previous 0.34%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023
SELL
$133.8 - $151.24 $66,900 - $75,620
-500 Reduced 24.68%
1,526 $206,000
Q1 2023

Apr 20, 2023
BUY
$130.78 - $156.96 $65,390 - $78,480
500 Added 32.77%
2,026 $277,000
Q4 2022

Feb 14, 2023
SELL
$131.32 - $149.64 $287,590 - $327,711
-2,190 Reduced 58.93%
1,526 $211,000
Q3 2022

Nov 14, 2022
BUY
$128.93 - $159.38 $76,713 - $94,831
595 Added 19.06%
3,716 $551,000
Q2 2022

Aug 15, 2022
BUY
$134.47 - $162.71 $188,258 - $227,794
1,400 Added 81.35%
3,121 $425,000
Q4 2021

Apr 01, 2022
BUY
$157.31 - $176.88 $270,730 - $304,410
1,721 New
1,721 $279,000

Others Institutions Holding IWN

# of Institutions
1,052
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 Clientfirst Wealth Management, LLC Portfolio

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

News

Stay updated on Clientfirst Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email