Geller Advisors LLC Ishares Russell2000 Val ETF Transaction History

Geller Advisors LLC

  • $1.51 Billion
  • Q4 2024

A detailed history of Geller Advisors LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Geller Advisors LLC holds 6,234 shares of IWN stock, worth $1.11 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,234
Previous 5,798 7.52%
Holding current value
$1.11 Million
Previous $967,000 5.79%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$162.69 - $181.35 $70,932 - $79,068
436 Added 7.52%
6,234 $1.02 Million
Q3 2024

Nov 15, 2024
SELL
$150.05 - $171.34 $41,713 - $47,632
-278 Reduced 4.58%
5,798 $967,000
Q2 2024

Aug 13, 2024
BUY
$146.03 - $158.93 $694,664 - $756,030
4,757 Added 360.65%
6,076 $925,000
Q1 2024

May 14, 2024
BUY
$145.61 - $158.81 $192,059 - $209,470
1,319 New
1,319 $209,000

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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