Institutional & Family Asset Management, LLC Ishares Russell2000 Val ETF Transaction History

Institutional & Family Asset Management, LLC

  • $846 Million
  • Q2 2024

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 $15,496. This represents 0.0% of its overall portfolio holdings.

Number of Shares
94
Previous 93 1.08%
Holding current value
$15,496
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

# 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
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