Jdm Financial Group LLC Ishares Russell2000 Val ETF Transaction History

Jdm Financial Group LLC

$184 Billion
Q3 2024

A detailed history of Jdm Financial Group LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Jdm Financial Group LLC holds 685 shares of IWN stock, worth $115,025. This represents 0.06% of its overall portfolio holdings.

Number of Shares

685

Previous 1,049 34.7%

Holding current value

$115,025

Previous $160 Million 28.47%

% of portfolio

0.06%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 15, 2024	SELL	$150.05 - $171.34 $54,618 - $62,367	-364 Reduced 34.7%	685 $114 Million
Q2 2024 Aug 13, 2024	SELL	$146.03 - $158.93 $32,126 - $34,964	-220 Reduced 17.34%	1,049 $160 Million
Q1 2024 May 08, 2024	BUY	$145.61 - $158.81 $145 - $158	1 Added 0.08%	1,269 $202 Million
Q4 2023 Feb 02, 2024	SELL	$125.51 - $158.2 $1,004 - $1,265	-8 Reduced 0.63%	1,268 $197 Million
Q2 2023 Aug 04, 2023	SELL	$128.93 - $142.33 $3,481 - $3,842	-27 Reduced 2.07%	1,276 $180 Million
Q1 2023 May 08, 2023	BUY	$130.78 - $156.96 $392 - $470	3 Added 0.23%	1,303 $179 Million
Q4 2022 Jan 10, 2023	BUY	$131.32 - $149.64 $170,716 - $194,531	1,300 New	1,300 $180,000

Others Institutions Holding IWN

# of Institutions

1,105

Shares Held

61.8M

Call Options Held

708K

Put Options Held

207K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

More about IWN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jdm Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jdm Financial Group LLC with notifications on news.

Account

Jdm Financial Group LLC Ishares Russell2000 Val ETF Transaction History