A detailed history of Iht Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Iht Wealth Management, LLC holds 4,157 shares of IWN stock, worth $734,957. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,157
Previous 2,178 90.86%
Holding current value
$734,957
Previous $345,000 83.48%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Aug 14, 2024

BUY
$146.03 - $158.93 $288,993 - $314,522
1,979 Added 90.86%
4,157 $633,000
Q1 2024

May 15, 2024

BUY
$145.61 - $158.81 $317,138 - $345,888
2,178 New
2,178 $345,000
Q3 2023

Nov 14, 2023

BUY
$133.8 - $151.24 $74,526 - $84,240
557 Added 10.26%
5,986 $811,000
Q2 2023

Aug 14, 2023

BUY
$128.93 - $142.33 $299,375 - $330,490
2,322 Added 74.73%
5,429 $764,000
Q1 2023

May 15, 2023

BUY
$130.78 - $156.96 $41,326 - $49,599
316 Added 11.32%
3,107 $425,000
Q4 2022

Feb 14, 2023

BUY
$131.32 - $149.64 $366,514 - $417,645
2,791 New
2,791 $387,000
Q2 2022

Aug 15, 2022

SELL
$134.47 - $162.71 $189,602 - $229,421
-1,410 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$151.25 - $169.21 $11,495 - $12,859
76 Added 5.7%
1,410 $228,000
Q4 2021

Feb 14, 2022

BUY
$157.31 - $176.88 $5,977 - $6,721
38 Added 2.93%
1,334 $221,000
Q3 2021

Nov 15, 2021

SELL
$152.99 - $167.43 $6,578 - $7,199
-43 Reduced 3.21%
1,296 $208,000
Q2 2021

Aug 16, 2021

SELL
$156.91 - $173.97 $39,227 - $43,492
-250 Reduced 15.73%
1,339 $222,000
Q1 2021

May 18, 2021

SELL
$130.0 - $169.53 $6,110 - $7,967
-47 Reduced 2.87%
1,589 $253,000
Q4 2020

Feb 17, 2021

BUY
$100.9 - $132.3 $165,072 - $216,442
1,636 New
1,636 $215,000
Q2 2020

Aug 14, 2020

SELL
$74.44 - $109.12 $191,831 - $281,202
-2,577 Closed
0 $0
Q1 2020

May 13, 2020

SELL
$71.79 - $129.5 $84,783 - $152,939
-1,181 Reduced 31.43%
2,577 $211,000
Q4 2019

Feb 18, 2020

SELL
$115.48 - $129.0 $219,296 - $244,971
-1,899 Reduced 33.57%
3,758 $483,000
Q3 2019

Nov 15, 2019

SELL
$110.84 - $123.96 $225,005 - $251,638
-2,030 Reduced 26.41%
5,657 $676,000
Q2 2019

Aug 12, 2019

BUY
$114.14 - $126.06 $595,354 - $657,528
5,216 Added 211.09%
7,687 $926,000
Q1 2019

May 16, 2019

SELL
$107.18 - $125.8 $12,218 - $14,341
-114 Reduced 4.41%
2,471 $296,000
Q4 2018

Feb 15, 2019

BUY
$102.04 - $131.92 $28,367 - $36,673
278 Added 12.05%
2,585 $278,000
Q3 2018

Nov 14, 2018

SELL
$132.46 - $137.1 $102,656 - $106,252
-775 Reduced 25.15%
2,307 $307,000
Q2 2018

Aug 13, 2018

SELL
$119.36 - $135.64 $22,559 - $25,635
-189 Reduced 5.78%
3,082 $407,000
Q1 2018

May 15, 2018

BUY
$118.48 - $130.86 $11,611 - $12,824
98 Added 3.09%
3,271 $390,000
Q4 2017

Feb 14, 2018

BUY
$121.05 - $128.04 $366,297 - $387,449
3,026 Added 2058.5%
3,173 $405,000
Q3 2017

Nov 14, 2017

BUY
$121.64 - $124.12 $17,881 - $18,245
147
147 $18,000

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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