Coastwise Capital Group, LLC Ishares Russell2000 Val ETF Transaction History

Coastwise Capital Group, LLC

  • $103 Million
  • Q2 2024

A detailed history of Coastwise Capital Group, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 2,335 shares of IWN stock, worth $412,828. This represents 0.34% of its overall portfolio holdings.

Number of Shares
2,335
Previous 2,324 0.47%
Holding current value
$412,828
Previous $369,000 3.79%
% of portfolio
0.34%
Previous 0.35%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$146.03 - $158.93 $1,606 - $1,748
11 Added 0.47%
2,335 $355,000
Q1 2024

May 14, 2024
BUY
$145.61 - $158.81 $1,164 - $1,270
8 Added 0.35%
2,324 $369,000
Q4 2023

Feb 14, 2024
BUY
$125.51 - $158.2 $3,639 - $4,587
29 Added 1.27%
2,316 $359,000
Q3 2023

Nov 13, 2023
BUY
$133.8 - $151.24 $306,000 - $345,885
2,287 New
2,287 $310,000
Q4 2022

Feb 14, 2023
BUY
$131.32 - $149.64 $3,545 - $4,040
27 Added 1.38%
1,988 $275,000
Q3 2022

Nov 10, 2022
BUY
$128.93 - $159.38 $38,679 - $47,814
300 Added 18.06%
1,961 $253,000
Q2 2022

Aug 15, 2022
BUY
$134.47 - $162.71 $223,354 - $270,261
1,661 New
1,661 $226,000

Others Institutions Holding IWN

# of Institutions
1,021
Shares Held
61.2M
Call Options Held
840K
Put Options Held
134K
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 Coastwise Capital Group, LLC Portfolio

Follow Coastwise Capital Group, 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 Coastwise Capital Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Coastwise Capital Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email