Grey Fox Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History

Grey Fox Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 6,407 shares of IWN stock, worth $927,733. This represents 0.26% of its overall portfolio holdings.

Number of Shares
6,407
Previous 6,517 1.69%
Holding current value
$927,733
Previous $1.07 Billion 9.59%
% of portfolio
0.26%
Previous 0.29%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$149.27 - $169.4 $16,419 - $18,634
-110 Reduced 1.69%
6,407 $967 Million
Q4 2024

Feb 11, 2025
BUY
$162.69 - $181.35 $3,091 - $3,445
19 Added 0.29%
6,517 $1.07 Billion
Q3 2024

Oct 22, 2024
SELL
$150.05 - $171.34 $2,700 - $3,084
-18 Reduced 0.28%
6,498 $1.08 Billion
Q2 2024

Jul 30, 2024
SELL
$146.03 - $158.93 $9,930 - $10,807
-68 Reduced 1.03%
6,516 $992 Million
Q1 2024

Apr 11, 2024
BUY
$145.61 - $158.81 $1,747 - $1,905
12 Added 0.18%
6,584 $1.05 Billion
Q4 2023

Jan 17, 2024
SELL
$125.51 - $158.2 $94,760 - $119,440
-755 Reduced 10.3%
6,572 $1.02 Billion
Q3 2023

Oct 24, 2023
BUY
$133.8 - $151.24 $31,844 - $35,995
238 Added 3.36%
7,327 $1 Billion
Q2 2023

Aug 03, 2023
SELL
$128.93 - $142.33 $12,764 - $14,090
-99 Reduced 1.38%
7,089 $998 Million
Q1 2023

May 09, 2023
SELL
$130.78 - $156.96 $13,208 - $15,852
-101 Reduced 1.39%
7,188 $985 Million
Q4 2022

Feb 14, 2023
BUY
$131.32 - $149.64 $957,191 - $1.09 Million
7,289 New
7,289 $1.01 Billion

Others Institutions Holding IWN

# of Institutions
1,127
Shares Held
60.2M
Call Options Held
260K
Put Options Held
149K
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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