Leo Wealth, LLC Ishares Russell2000 Val ETF Transaction History

Leo Wealth, LLC

  • $1.09 Trillion
  • Q3 2024

A detailed history of Leo Wealth, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Leo Wealth, LLC holds 2,017 shares of IWN stock, worth $331,009. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,017
Previous 2,010 0.35%
Holding current value
$331,009
Previous $306 Million 10.03%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 21, 2024
BUY
$150.05 - $171.34 $1,050 - $1,199
7 Added 0.35%
2,017 $336 Million
Q2 2024

Jul 17, 2024
BUY
$146.03 - $158.93 $876 - $953
6 Added 0.3%
2,010 $306 Million
Q1 2024

May 09, 2024
SELL
$145.61 - $158.81 $27,811 - $30,332
-191 Reduced 8.7%
2,004 $318 Million
Q4 2023

Mar 14, 2024
BUY
$125.51 - $158.2 $275,494 - $347,249
2,195 New
2,195 $340 Million

Others Institutions Holding IWN

# of Institutions
1,051
Shares Held
58.9M
Call Options Held
987K
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
Track This Portfolio

Track Leo Wealth, LLC Portfolio

Follow Leo Wealth, 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 Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email