A detailed history of Lake Street Advisors Group, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 1,688 shares of IWN stock, worth $278,283. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,688
Previous 1,688 -0.0%
Holding current value
$278,283
Previous $268,000 4.1%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$145.61 - $158.81 $245,789 - $268,071
1,688 New
1,688 $268,000
Q4 2023

May 30, 2024

BUY
$125.51 - $158.2 $7,781 - $9,808
62 Added 3.67%
1,750 $271,000

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Lake Street Advisors Group, LLC Portfolio

Follow Lake Street Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Lake Street Advisors Group, LLC with notifications on news.