Ground Swell Capital, LLC Ishares Russell2000 Val ETF Transaction History

Ground Swell Capital, LLC

  • $42.4 Million
  • Q1 2025

A detailed history of Ground Swell Capital, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Ground Swell Capital, LLC holds 4,560 shares of IWN stock, worth $660,288. This represents 1.62% of its overall portfolio holdings.

Number of Shares
4,560
Previous 11,841 61.49%
Holding current value
$660,288
Previous $1.94 Million 64.59%
% of portfolio
1.62%
Previous 2.96%

Shares

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

May 13, 2025
SELL
$149.27 - $169.4 $1.09 Million - $1.23 Million
-7,281 Reduced 61.49%
4,560 $688,000
Q4 2024

Feb 14, 2025
BUY
$162.69 - $181.35 $1.93 Million - $2.15 Million
11,841 New
11,841 $1.94 Million
Q2 2022

Aug 11, 2022
SELL
$134.47 - $162.71 $275,932 - $333,880
-2,052 Closed
0 $0
Q1 2022

May 10, 2022
BUY
$151.25 - $169.21 $310,365 - $347,218
2,052 New
2,052 $331,000
Q1 2021

Apr 30, 2021
SELL
$130.0 - $169.53 $517,400 - $674,729
-3,980 Closed
0 $0
Q4 2020

Jan 29, 2021
BUY
$100.9 - $132.3 $401,582 - $526,554
3,980 New
3,980 $524,000

Others Institutions Holding IWN

# of Institutions
1,095
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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