Icon Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History

Icon Wealth Advisors, LLC

  • $3.4 Billion
  • Q3 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 4,904 shares of IWN stock, worth $874,236. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,904
Previous 1,716 185.78%
Holding current value
$874,236
Previous $261,000 213.41%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$150.05 - $171.34 $478,209 - $546,060
-3,187 Reduced 64.99%
1,717 $286,000
Q3 2024

Nov 12, 2024
BUY
$150.05 - $171.34 $478,359 - $546,231
3,188 Added 185.78%
4,904 $818,000
Q2 2024

Aug 14, 2024
SELL
$146.03 - $158.93 $13,288 - $14,462
-91 Reduced 5.04%
1,716 $261,000
Q1 2024

May 15, 2024
BUY
$145.61 - $158.81 $145 - $158
1 Added 0.06%
1,807 $286,000
Q4 2023

Feb 14, 2024
SELL
$125.51 - $158.2 $80,451 - $101,406
-641 Reduced 26.2%
1,806 $280,000
Q3 2022

Jan 25, 2023
BUY
$128.93 - $159.38 $315,491 - $390,002
2,447 New
2,447 $315,000

Others Institutions Holding IWN

# of Institutions
1,052
Shares Held
58.8M
Call Options Held
987K
Put Options Held
207K
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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