Heck Capital Advisors, LLC Ishares Russell2000 Val ETF Transaction History

Heck Capital Advisors, LLC

$1.16 Trillion
Q2 2025

A detailed history of Heck Capital Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Heck Capital Advisors, LLC holds 3,492 shares of IWN stock, worth $562,456. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,492

Previous 17,291 79.8%

Holding current value

$562,456

Previous $2.61 Billion 78.9%

% of portfolio

0.05%

Previous 0.29%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$131.84 - $157.76 $1.82 Million - $2.18 Million	-13,799 Reduced 79.8%	3,492 $551 Million
Q1 2025 May 12, 2025	BUY	$149.27 - $169.4 $2.58 Million - $2.93 Million	17,291 New	17,291 $2.61 Billion
Q4 2024 May 13, 2025	BUY	$162.69 - $181.35 $3.3 Million - $3.68 Million	20,302 Added 117.41%	37,593 $6.17 Billion
Q4 2024 Jan 23, 2025	BUY	$162.69 - $181.35 $6.42 Million - $7.15 Million	39,436 New	39,436 $6.47 Billion
Q3 2024 May 19, 2025	BUY	$150.05 - $171.34 $176,608 - $201,667	1,177 New	1,177 $196 Million
Q2 2024 May 19, 2025	SELL	$146.03 - $158.93 $4.73 Million - $5.15 Million	-32,390 Closed	0 $0
Q1 2024 May 19, 2025	SELL	$145.61 - $158.81 $4.22 Million - $4.6 Million	-28,964 Reduced 47.21%	32,390 $5.14 Billion
Q4 2023 May 19, 2025	BUY	$125.51 - $158.2 $5.53 Million - $6.97 Million	44,063 Added 254.83%	61,354 $9.53 Billion
Q4 2022 May 19, 2025	SELL	$131.32 - $149.64 $4.25 Million - $4.85 Million	-32,390 Closed	0 $0
Q3 2022 May 19, 2025	BUY	$128.93 - $159.38 $1.95 Million - $2.41 Million	15,099 Added 87.32%	32,390 $5.14 Billion

Others Institutions Holding IWN

# of Institutions

1,088

Shares Held

59.2M

Call Options Held

474K

Put Options Held

29.6K

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About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
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Heck Capital Advisors, LLC Ishares Russell2000 Val ETF Transaction History