Clientfirst Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Clientfirst Wealth Management, LLC

  • $96.8 Million
  • Q2 2025

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 1,930 shares of IWN stock, worth $332,616. This represents 0.31% of its overall portfolio holdings.

Number of Shares
1,930
Previous 2,430 20.58%
Holding current value
$332,616
Previous $366,000 16.94%
% of portfolio
0.31%
Previous 0.42%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$131.84 - $157.76 $65,920 - $78,880
-500 Reduced 20.58%
1,930 $304,000
Q1 2025

Apr 30, 2025
SELL
$149.27 - $169.4 $149 - $169
-1 Reduced 0.04%
2,430 $366,000
Q4 2024

Jan 28, 2025
BUY
$162.69 - $181.35 $147,234 - $164,121
905 Added 59.31%
2,431 $399,000
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
1,096
Shares Held
56.4M
Call Options Held
337K
Put Options Held
19.7K
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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