Kingsview Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Kingsview Wealth Management, LLC

  • $3.97 Billion
  • Q2 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 3,789 shares of IWN stock, worth $669,895. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,789
Previous 3,545 6.88%
Holding current value
$669,895
Previous $562,000 2.67%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2024
BUY
$146.03 - $158.93 $35,631 - $38,778
244 Added 6.88%
3,789 $577,000
Q1 2024

May 09, 2024
SELL
$145.61 - $158.81 $39,897 - $43,513
-274 Reduced 7.17%
3,545 $562,000
Q4 2023

Feb 08, 2024
BUY
$125.51 - $158.2 $48,195 - $60,748
384 Added 11.18%
3,819 $593,000
Q3 2023

Nov 07, 2023
BUY
$133.8 - $151.24 $144,771 - $163,641
1,082 Added 45.98%
3,435 $465,000
Q2 2023

Aug 10, 2023
BUY
$128.93 - $142.33 $22,949 - $25,334
178 Added 8.18%
2,353 $331,000
Q1 2023

May 15, 2023
SELL
$130.78 - $156.96 $3,007 - $3,610
-23 Reduced 1.05%
2,175 $298,000
Q4 2022

Feb 13, 2023
BUY
$131.32 - $149.64 $10,242 - $11,671
78 Added 3.68%
2,198 $304,000
Q3 2022

Nov 14, 2022
SELL
$128.93 - $159.38 $1,547 - $1,912
-12 Reduced 0.56%
2,120 $273,000
Q2 2022

Aug 16, 2022
SELL
$134.47 - $162.71 $24,339 - $29,450
-181 Reduced 7.83%
2,132 $290,000
Q1 2022

Feb 08, 2024
SELL
$151.25 - $169.21 $256,671 - $287,149
-1,697 Reduced 44.44%
2,122 $342,000
Q4 2021

Feb 17, 2022
BUY
$157.31 - $176.88 $18,090 - $20,341
115 Added 5.23%
2,313 $384,000
Q3 2021

Dec 03, 2021
SELL
$152.99 - $167.43 $458 - $502
-3 Reduced 0.14%
2,198 $352,000
Q2 2021

Aug 17, 2021
BUY
$156.91 - $173.97 $27,616 - $30,618
176 Added 8.69%
2,201 $369,000
Q1 2021

May 24, 2021
BUY
$130.0 - $169.53 $20,150 - $26,277
155 Added 8.29%
2,025 $327,000
Q4 2020

Feb 16, 2021
BUY
$100.9 - $132.3 $188,683 - $247,401
1,870 New
1,870 $246,000
Q3 2020

Nov 19, 2020
SELL
$91.58 - $108.28 $192,134 - $227,171
-2,098 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
$74.44 - $109.12 $156,175 - $228,933
2,098 New
2,098 $204,000
Q1 2020

May 11, 2020
SELL
$71.79 - $129.5 $165,834 - $299,145
-2,310 Closed
0 $0
Q4 2019

Jan 31, 2020
BUY
$115.48 - $129.0 $266,758 - $297,990
2,310 New
2,310 $297,000
Q4 2019

Jan 30, 2020
SELL
$115.48 - $129.0 $280,385 - $313,212
-2,428 Closed
0 $0
Q3 2019

Jan 29, 2020
BUY
$110.84 - $123.96 $11,859 - $13,263
107 Added 4.61%
2,428 $290,000
Q2 2019

Jan 29, 2020
BUY
$114.14 - $126.06 $58,325 - $64,416
511 Added 28.23%
2,321 $280,000
Q1 2019

Jan 29, 2020
BUY
$107.18 - $125.8 $193,995 - $227,698
1,810 New
1,810 $217,000

Others Institutions Holding IWN

# of Institutions
1,021
Shares Held
61.2M
Call Options Held
840K
Put Options Held
134K
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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