Intrepid Financial Planning Group LLC Ishares Russell2000 Val ETF Transaction History

Intrepid Financial Planning Group LLC

  • $232 Million
  • Q3 2024

A detailed history of Intrepid Financial Planning Group LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 3,576 shares of IWN stock, worth $598,872. This represents 0.26% of its overall portfolio holdings.

Number of Shares
3,576
Previous 3,625 1.35%
Holding current value
$598,872
Previous $552,000 7.97%
% of portfolio
0.26%
Previous 0.24%

Shares

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

Nov 04, 2024
SELL
$150.05 - $171.34 $7,352 - $8,395
-49 Reduced 1.35%
3,576 $596,000
Q2 2024

Aug 12, 2024
BUY
$146.03 - $158.93 $3,650 - $3,973
25 Added 0.69%
3,625 $552,000
Q1 2024

May 13, 2024
BUY
$145.61 - $158.81 $29,850 - $32,556
205 Added 6.04%
3,600 $571,000
Q4 2023

Feb 13, 2024
SELL
$125.51 - $158.2 $16,190 - $20,407
-129 Reduced 3.66%
3,395 $527,000
Q2 2023

Aug 09, 2023
SELL
$128.93 - $142.33 $7,735 - $8,539
-60 Reduced 1.67%
3,524 $496,000
Q1 2023

May 02, 2023
BUY
$130.78 - $156.96 $3,923 - $4,708
30 Added 0.84%
3,584 $491,000
Q4 2022

Feb 02, 2023
SELL
$131.32 - $149.64 $1,969 - $2,244
-15 Reduced 0.42%
3,554 $492,000
Q3 2022

Nov 07, 2022
SELL
$128.93 - $159.38 $6,833 - $8,447
-53 Reduced 1.46%
3,569 $460,000
Q2 2022

Aug 15, 2022
BUY
$134.47 - $162.71 $487,050 - $589,335
3,622 New
3,622 $493,000

Others Institutions Holding IWN

# of Institutions
1,076
Shares Held
59.3M
Call Options Held
707K
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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