A detailed history of Gradient Investments LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Gradient Investments LLC holds 12 shares of IWN stock, worth $1,996. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12
Previous 47 74.47%
Holding current value
$1,996
Previous $7,000 85.71%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 18, 2024

SELL
$146.03 - $158.93 $5,111 - $5,562
-35 Reduced 74.47%
12 $1,000
Q1 2024

Apr 23, 2024

SELL
$145.61 - $158.81 $5,533 - $6,034
-38 Reduced 44.71%
47 $7,000
Q1 2023

Apr 17, 2023

BUY
$130.78 - $156.96 $11,116 - $13,341
85 New
85 $11,000
Q3 2022

Oct 14, 2022

BUY
$128.93 - $159.38 $19,468 - $24,066
151 Added 151.0%
251 $32,000
Q2 2022

Jul 11, 2022

SELL
$134.47 - $162.71 $13.8 Million - $16.7 Million
-102,478 Reduced 99.9%
100 $14,000
Q1 2022

May 26, 2022

BUY
$151.25 - $169.21 $15.5 Million - $17.4 Million
102,574 Added 2564350.0%
102,578 $16.6 Million
Q3 2021

Oct 18, 2021

SELL
$152.99 - $167.43 $2,600 - $2,846
-17 Reduced 80.95%
4 $1,000
Q2 2021

Jul 12, 2021

BUY
$156.91 - $173.97 $2,667 - $2,957
17 Added 425.0%
21 $3,000
Q1 2021

Apr 21, 2021

SELL
$130.0 - $169.53 $2,990 - $3,899
-23 Reduced 85.19%
4 $1,000
Q3 2020

Oct 06, 2020

SELL
$91.58 - $108.28 $2,472 - $2,923
-27 Reduced 50.0%
27 $3,000
Q2 2020

Jul 10, 2020

BUY
$74.44 - $109.12 $2,009 - $2,946
27 Added 100.0%
54 $5,000
Q1 2020

Apr 07, 2020

BUY
$71.79 - $129.5 $574 - $1,036
8 Added 42.11%
27 $2,000
Q4 2019

Jan 15, 2020

SELL
$115.48 - $129.0 $4,734 - $5,289
-41 Reduced 68.33%
19 $2,000
Q3 2019

Oct 10, 2019

BUY
$110.84 - $123.96 $6,207 - $6,941
56 Added 1400.0%
60 $7,000
Q2 2019

Jul 16, 2019

SELL
$114.14 - $126.06 $1,255 - $1,386
-11 Reduced 73.33%
4 $0
Q1 2019

Apr 11, 2019

SELL
$107.18 - $125.8 $6,002 - $7,044
-56 Reduced 78.87%
15 $2,000
Q4 2018

Jan 18, 2019

SELL
$102.04 - $131.92 $542,954 - $701,946
-5,321 Reduced 98.68%
71 $8,000
Q3 2018

Oct 11, 2018

BUY
$132.46 - $137.1 $713,694 - $738,694
5,388 Added 134700.0%
5,392 $576,000
Q4 2017

Feb 07, 2018

BUY
$121.05 - $128.04 $484 - $512
4
4 $1,000

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Gradient Investments LLC Portfolio

Follow Gradient Investments 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 Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.