Independent Family Office, LLC Ishares Russell2000 Val ETF Transaction History

Independent Family Office, LLC

  • $175 Million
  • Q2 2024

A detailed history of Independent Family Office, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Independent Family Office, LLC holds 34,985 shares of IWN stock, worth $5.77 Million. This represents 3.05% of its overall portfolio holdings.

Number of Shares
34,985
Previous 34,985 -0.0%
Holding current value
$5.77 Million
Previous $5.56 Million 4.09%
% of portfolio
3.05%
Previous 3.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 30, 2024
BUY
$125.51 - $158.2 $376,530 - $474,599
3,000 Added 9.38%
34,985 $5.43 Million
Q3 2023

Nov 01, 2023
SELL
$133.8 - $151.24 $871,573 - $985,177
-6,514 Reduced 16.92%
31,985 $4.34 Million
Q2 2023

Jul 25, 2023
BUY
$128.93 - $142.33 $34,166 - $37,717
265 Added 0.69%
38,499 $5.42 Million
Q2 2022

Aug 01, 2022
SELL
$134.47 - $162.71 $358,362 - $433,622
-2,665 Reduced 6.52%
38,234 $5.21 Million
Q4 2021

Feb 09, 2022
SELL
$157.31 - $176.88 $961,636 - $1.08 Million
-6,113 Reduced 13.0%
40,899 $6.79 Million
Q3 2021

Nov 04, 2021
SELL
$152.99 - $167.43 $34,575 - $37,839
-226 Reduced 0.48%
47,012 $7.53 Million
Q2 2021

Aug 12, 2021
SELL
$156.91 - $173.97 $57,115 - $63,325
-364 Reduced 0.76%
47,238 $7.83 Million
Q1 2021

May 18, 2021
BUY
$130.0 - $169.53 $835,640 - $1.09 Million
6,428 Added 15.61%
47,602 $7.59 Million
Q4 2020

Feb 16, 2021
BUY
$100.9 - $132.3 $335,795 - $440,294
3,328 Added 8.79%
41,174 $5.43 Million
Q3 2020

Nov 16, 2020
SELL
$91.58 - $108.28 $5.57 Million - $6.59 Million
-60,831 Reduced 61.65%
37,846 $3.76 Million
Q2 2020

Aug 13, 2020
BUY
$74.44 - $109.12 $4.77 Million - $6.99 Million
64,097 Added 185.36%
98,677 $3.67 Million
Q4 2019

Feb 13, 2020
BUY
$115.48 - $129.0 $3.99 Million - $4.46 Million
34,580 New
34,580 $4.45 Million

Others Institutions Holding IWN

# of Institutions
998
Shares Held
59.5M
Call Options Held
280K
Put Options Held
140K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Independent Family Office, LLC Portfolio

Follow Independent Family Office, 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 Independent Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Independent Family Office, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email