A detailed history of Lido Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Lido Advisors, LLC holds 12,078 shares of IWN stock, worth $2.08 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,078
Previous 12,528 3.59%
Holding current value
$2.08 Million
Previous $1.91 Million 5.56%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$150.05 - $171.34 $67,522 - $77,103
-450 Reduced 3.59%
12,078 $2.01 Million
Q2 2024

Aug 14, 2024

BUY
$146.03 - $158.93 $167,642 - $182,451
1,148 Added 10.09%
12,528 $1.91 Million
Q1 2024

May 15, 2024

SELL
$145.61 - $158.81 $274,038 - $298,880
-1,882 Reduced 14.19%
11,380 $1.81 Million
Q4 2023

Feb 14, 2024

SELL
$125.51 - $158.2 $590,399 - $744,172
-4,704 Reduced 26.18%
13,262 $2.06 Million
Q3 2023

Nov 14, 2023

BUY
$133.8 - $151.24 $6,288 - $7,108
47 Added 0.26%
17,966 $2.44 Million
Q2 2023

Aug 09, 2023

SELL
$128.93 - $142.33 $501,795 - $553,948
-3,892 Reduced 17.84%
17,919 $2.52 Million
Q1 2023

May 15, 2023

BUY
$130.78 - $156.96 $1.85 Million - $2.22 Million
14,135 Added 184.15%
21,811 $2.99 Million
Q4 2022

Feb 14, 2023

BUY
$131.32 - $149.64 $40,971 - $46,687
312 Added 4.24%
7,676 $1.06 Million
Q3 2022

Nov 14, 2022

BUY
$128.93 - $159.38 $128,672 - $159,061
998 Added 15.68%
7,364 $949,000
Q2 2022

Aug 15, 2022

SELL
$134.47 - $162.71 $97,625 - $118,127
-726 Reduced 10.24%
6,366 $866,000
Q1 2022

May 17, 2022

SELL
$151.25 - $169.21 $7,260 - $8,122
-48 Reduced 0.67%
7,092 $1.14 Million
Q4 2021

Feb 15, 2022

BUY
$157.31 - $176.88 $29,888 - $33,607
190 Added 2.73%
7,140 $1.19 Million
Q3 2021

Feb 15, 2022

SELL
$152.99 - $167.43 $4.45 Million - $4.87 Million
-29,105 Reduced 80.72%
6,950 $1.11 Million
Q3 2021

Nov 12, 2021

BUY
$152.99 - $167.43 $4.83 Million - $5.28 Million
31,550 Added 700.33%
36,055 $1.11 Million
Q2 2021

Aug 12, 2021

SELL
$156.91 - $173.97 $83,319 - $92,378
-531 Reduced 10.54%
4,505 $747,000
Q1 2021

May 13, 2021

BUY
$130.0 - $169.53 $142,480 - $185,804
1,096 Added 27.82%
5,036 $803,000
Q4 2020

Feb 08, 2021

BUY
$100.9 - $132.3 $91,718 - $120,260
909 Added 29.99%
3,940 $519,000
Q3 2020

Nov 12, 2020

BUY
$91.58 - $108.28 $66,761 - $78,936
729 Added 31.67%
3,031 $301,000
Q2 2020

Aug 12, 2020

SELL
$74.44 - $109.12 $3,200 - $4,692
-43 Reduced 1.83%
2,302 $224,000
Q4 2019

Feb 07, 2020

BUY
$115.48 - $129.0 $4,850 - $5,418
42 Added 1.82%
2,345 $302,000
Q3 2019

Nov 12, 2019

BUY
$110.84 - $123.96 $9,643 - $10,784
87 Added 3.93%
2,303 $275,000
Q2 2019

Aug 14, 2019

SELL
$114.14 - $126.06 $31,959 - $35,296
-280 Reduced 11.22%
2,216 $267,000
Q1 2019

May 10, 2019

BUY
$107.18 - $125.8 $86,065 - $101,017
803 Added 47.43%
2,496 $299,000
Q2 2018

Aug 14, 2018

BUY
$119.36 - $135.64 $202,076 - $229,638
1,693 New
1,693 $223,000

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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