Financial Advocates Investment Management Ishares Russell2000 Val ETF Transaction History

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Financial Advocates Investment Management holds 3,458 shares of IWN stock, worth $577,313. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,458
Previous 3,311 4.44%
Holding current value
$577,313
Previous $504,000 14.29%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 25, 2024
BUY
$150.05 - $171.34 $22,057 - $25,186
147 Added 4.44%
3,458 $576,000
Q2 2024

Jul 26, 2024
SELL
$146.03 - $158.93 $9.96 Million - $10.8 Million
-68,208 Reduced 95.37%
3,311 $504,000
Q1 2024

May 01, 2024
BUY
$145.61 - $158.81 $10.1 Million - $11 Million
69,363 Added 3217.21%
71,519 $11.4 Million
Q4 2023

Feb 08, 2024
BUY
$125.51 - $158.2 $125 - $158
1 Added 0.05%
2,156 $334,000
Q3 2023

Oct 27, 2023
SELL
$133.8 - $151.24 $15,520 - $17,543
-116 Reduced 5.11%
2,155 $292,000
Q2 2023

Aug 07, 2023
SELL
$128.93 - $142.33 $1,933 - $2,134
-15 Reduced 0.66%
2,271 $319,000
Q1 2023

May 11, 2023
SELL
$130.78 - $156.96 $330,611 - $396,794
-2,528 Reduced 52.51%
2,286 $313,000
Q4 2022

Feb 14, 2023
SELL
$131.32 - $149.64 $14,970 - $17,058
-114 Reduced 2.31%
4,814 $667,000
Q3 2022

Nov 14, 2022
BUY
$128.93 - $159.38 $1,805 - $2,231
14 Added 0.28%
4,928 $635,000
Q2 2022

Aug 12, 2022
SELL
$134.47 - $162.71 $32,676 - $39,538
-243 Reduced 4.71%
4,914 $669,000
Q1 2022

May 11, 2022
BUY
$151.25 - $169.21 $17,696 - $19,797
117 Added 2.32%
5,157 $833,000
Q4 2021

Feb 14, 2022
SELL
$157.31 - $176.88 $105,555 - $118,686
-671 Reduced 11.75%
5,040 $837,000
Q3 2021

Nov 04, 2021
BUY
$152.99 - $167.43 $47,426 - $51,903
310 Added 5.74%
5,711 $905,000
Q2 2021

Aug 03, 2021
SELL
$156.91 - $173.97 $79,867 - $88,550
-509 Reduced 8.61%
5,401 $895,000
Q1 2021

May 10, 2021
BUY
$130.0 - $169.53 $7,020 - $9,154
54 Added 0.92%
5,910 $943,000
Q4 2020

Feb 12, 2021
SELL
$100.9 - $132.3 $302 - $396
-3 Reduced 0.05%
5,856 $749,000
Q3 2020

Nov 04, 2020
BUY
$91.58 - $108.28 $91,488 - $108,171
999 Added 20.56%
5,859 $582,000
Q1 2020

Apr 29, 2020
BUY
$71.79 - $129.5 $48,099 - $86,765
670 Added 15.99%
4,860 $399,000
Q4 2019

Feb 13, 2020
BUY
$115.48 - $129.0 $83,261 - $93,009
721 Added 20.78%
4,190 $539,000
Q3 2019

Nov 13, 2019
SELL
$110.84 - $123.96 $18,621 - $20,825
-168 Reduced 4.62%
3,469 $415,000
Q2 2019

Aug 08, 2019
BUY
$114.14 - $126.06 $6,163 - $6,807
54 Added 1.51%
3,637 $438,000
Q1 2019

May 16, 2019
BUY
$107.18 - $125.8 $232,151 - $272,482
2,166 Added 152.86%
3,583 $429,000
Q4 2018

Feb 14, 2019
BUY
$102.04 - $131.92 $24,693 - $31,924
242 Added 20.6%
1,417 $152,000
Q3 2018

Nov 14, 2018
BUY
$132.46 - $137.1 $155,640 - $161,092
1,175 New
1,175 $0

Others Institutions Holding IWN

# of Institutions
1,064
Shares Held
58.7M
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
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