Fiduciary Financial Group, LLC Ishares Russell2000 Val ETF Transaction History

Fiduciary Financial Group, LLC

  • $553 Billion
  • Q2 2025

A detailed history of Fiduciary Financial Group, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 4,012 shares of IWN stock, worth $646,132. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,012
Previous 3,852 4.15%
Holding current value
$646,132
Previous $524 Million 23.36%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Jul 02, 2025
BUY
$131.84 - $157.76 $21,094 - $25,241
160 Added 4.15%
4,012 $646 Million
Q1 2025

Apr 14, 2025
BUY
$149.27 - $169.4 $9,702 - $11,011
65 Added 1.72%
3,852 $524 Million
Q4 2024

Jan 13, 2025
SELL
$162.69 - $181.35 $2,114 - $2,357
-13 Reduced 0.34%
3,787 $606 Million
Q3 2024

Oct 09, 2024
SELL
$150.05 - $171.34 $108,486 - $123,878
-723 Reduced 15.98%
3,800 $621 Million
Q2 2024

Jul 17, 2024
BUY
$146.03 - $158.93 $660,493 - $718,840
4,523 New
4,523 $764 Million

Others Institutions Holding IWN

# of Institutions
1,099
Shares Held
59.9M
Call Options Held
453K
Put Options Held
29.6K
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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