Keystone Wealth Services, LLC Ishares Russell2000 Val ETF Transaction History

Keystone Wealth Services, LLC

  • $296 Million
  • Q2 2024

A detailed history of Keystone Wealth Services, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 1,443 shares of IWN stock, worth $237,200. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,443
Previous 1,443 -0.0%
Holding current value
$237,200
Previous $229,000 4.37%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Jan 17, 2024
SELL
$125.51 - $158.2 $144,964 - $182,721
-1,155 Reduced 44.46%
1,443 $224,000
Q3 2023

Oct 05, 2023
BUY
$133.8 - $151.24 $68,371 - $77,283
511 Added 24.48%
2,598 $352,000
Q4 2022

Feb 09, 2023
SELL
$131.32 - $149.64 $3,020 - $3,441
-23 Reduced 1.09%
2,087 $289,000
Q3 2022

Oct 31, 2022
SELL
$128.93 - $159.38 $773 - $956
-6 Reduced 0.28%
2,110 $272,000
Q2 2022

Jul 13, 2022
SELL
$134.47 - $162.71 $1,882 - $2,277
-14 Reduced 0.66%
2,116 $288,000
Q1 2022

Apr 21, 2022
SELL
$151.25 - $169.21 $8,621 - $9,644
-57 Reduced 2.61%
2,130 $344,000
Q4 2021

Feb 14, 2022
BUY
$157.31 - $176.88 $344,036 - $386,836
2,187 New
2,187 $363,000

Others Institutions Holding IWN

# of Institutions
999
Shares Held
59.4M
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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