Lgt Financial Advisors LLC Ishares Russell2000 Val ETF Transaction History

Lgt Financial Advisors LLC

  • $86.1 Billion
  • Q1 2024

A detailed history of Lgt Financial Advisors LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 2,699 shares of IWN stock, worth $411,057. This represents 0.5% of its overall portfolio holdings.

Number of Shares
2,699
Previous 2,689 0.37%
Holding current value
$411,057
Previous $418 Million 2.61%
% of portfolio
0.5%
Previous 0.51%

Shares

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

May 02, 2024
BUY
$145.61 - $158.81 $1,456 - $1,588
10 Added 0.37%
2,699 $429 Million
Q4 2023

Feb 12, 2024
SELL
$125.51 - $158.2 $6,777 - $8,542
-54 Reduced 1.97%
2,689 $418 Million
Q3 2023

Nov 01, 2023
SELL
$133.8 - $151.24 $47,766 - $53,992
-357 Reduced 11.52%
2,743 $372 Million
Q2 2023

Aug 14, 2023
BUY
$128.93 - $142.33 $399,683 - $441,223
3,100 New
3,100 $436 Million
Q4 2022

Feb 14, 2023
BUY
$136.05 - $149.64 $418,217 - $459,993
3,074 New
3,074 $426 Million

Others Institutions Holding IWN

# of Institutions
1,009
Shares Held
59.9M
Call Options Held
468K
Put Options Held
254K
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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