A detailed history of Institutional & Family Asset Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 94 shares of IWN stock, worth $16,212. This represents 0.0% of its overall portfolio holdings.

Number of Shares
94
Previous 93 1.08%
Holding current value
$16,212
Previous $14,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 05, 2024

BUY
$146.03 - $158.93 $146 - $158
1 Added 1.08%
94 $14,000
Q4 2023

Feb 06, 2024

BUY
$125.51 - $158.2 $125 - $158
1 Added 1.09%
93 $14,000
Q1 2023

May 08, 2023

BUY
$130.78 - $156.96 $261 - $313
2 Added 2.22%
92 $12,000
Q4 2022

Feb 08, 2023

BUY
$131.32 - $149.64 $1,050 - $1,197
8 Added 9.76%
90 $12,000
Q3 2022

Nov 07, 2022

BUY
$128.93 - $159.38 $386 - $478
3 Added 3.8%
82 $11,000
Q1 2022

May 11, 2022

SELL
$151.25 - $169.21 $35,241 - $39,425
-233 Reduced 74.68%
79 $13,000
Q4 2021

Feb 14, 2022

SELL
$157.31 - $176.88 $47,193 - $53,064
-300 Reduced 49.02%
312 $52,000
Q1 2021

May 06, 2021

BUY
$130.0 - $169.53 $30,290 - $39,500
233 Added 61.48%
612 $98,000
Q4 2020

Feb 03, 2021

BUY
$100.9 - $132.3 $18,061 - $23,681
179 Added 89.5%
379 $50,000
Q1 2018

May 14, 2018

BUY
$118.48 - $130.86 $23,696 - $26,172
200 New
200 $24,000

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


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

Track Institutional & Family Asset Management, LLC Portfolio

Follow Institutional & Family Asset Management, 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 Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.