A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 24 shares of IWN stock, worth $4,010. This represents 0.0% of its overall portfolio holdings.

Number of Shares
24
Previous 63 61.9%
Holding current value
$4,010
Previous $10,000 70.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 17, 2024

SELL
$146.03 - $158.93 $5,695 - $6,198
-39 Reduced 61.9%
24 $3,000
Q4 2023

Jan 23, 2024

SELL
$125.51 - $158.2 $8,534 - $10,757
-68 Reduced 51.91%
63 $9,000
Q3 2023

Oct 10, 2023

SELL
$133.8 - $151.24 $10,168 - $11,494
-76 Reduced 36.71%
131 $17,000
Q1 2023

Apr 13, 2023

BUY
$130.78 - $156.96 $27,071 - $32,490
207 New
207 $28,000
Q3 2022

Oct 11, 2022

SELL
$128.93 - $159.38 $107,140 - $132,444
-831 Reduced 52.96%
738 $95,000
Q2 2022

Jul 18, 2022

SELL
$134.47 - $162.71 $20,304 - $24,569
-151 Reduced 8.78%
1,569 $214,000
Q1 2022

Apr 18, 2022

SELL
$151.25 - $169.21 $57,777 - $64,638
-382 Reduced 18.17%
1,720 $278,000
Q4 2021

Apr 12, 2022

BUY
$157.31 - $176.88 $330,665 - $371,801
2,102 New
2,102 $349,000

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


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

Track Householder Group Estate & Retirement Specialist, LLC Portfolio

Follow Householder Group Estate & Retirement Specialist, 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 Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.