Heritage Wealth Advisors Ishares Russell2000 Val ETF Transaction History

Heritage Wealth Advisors

$2.16 Billion
Q2 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 4,060 shares of IWN stock, worth $669,331. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,060

Previous 4,060 -0.0%

Holding current value

$669,331

Previous $644,000 4.04%

% of portfolio

0.03%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$128.93 - $159.38 $74,650 - $92,281	-579 Reduced 12.48%	4,060 $523,000
Q2 2020 Jul 17, 2020	SELL	$74.44 - $109.12 $20.6 Million - $30.2 Million	-276,704 Reduced 98.35%	4,639 $452,000
Q2 2020 Jul 17, 2020	BUY	$74.44 - $109.12 $20.6 Million - $30.2 Million	276,704 Added 5964.73%	281,343 $452,000
Q1 2020 May 05, 2020	SELL	$71.79 - $129.5 $2.51 Million - $4.53 Million	-34,949 Reduced 88.28%	4,639 $380,000
Q4 2019 Feb 04, 2020	SELL	$115.48 - $129.0 $138,460 - $154,671	-1,199 Reduced 2.94%	39,588 $5.09 Million
Q3 2019 Oct 30, 2019	SELL	$110.84 - $123.96 $133,894 - $149,743	-1,208 Reduced 2.88%	40,787 $4.87 Million
Q2 2019 Aug 05, 2019	BUY	$114.14 - $126.06 $529,495 - $584,792	4,639 Added 12.42%	41,995 $0
Q1 2019 May 06, 2019	SELL	$107.18 - $125.8 $84,457 - $99,130	-788 Reduced 2.07%	37,356 $0
Q4 2018 Jan 28, 2019	BUY	$102.04 - $131.92 $3.89 Million - $5.03 Million	38,144 New	38,144 $4.1 Million

Others Institutions Holding IWN

# of Institutions

999

Shares Held

59.4M

Call Options Held

280K

Put Options Held

140K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

More about IWN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Account

Heritage Wealth Advisors Ishares Russell2000 Val ETF Transaction History