Live Oak Private Wealth LLC Ishares Russell2000 Val ETF Transaction History

Live Oak Private Wealth LLC

  • $644 Million
  • Q2 2025

A detailed history of Live Oak Private Wealth LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 1,438 shares of IWN stock, worth $254,281. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,438
Previous 1,438 -0.0%
Holding current value
$254,281
Previous $217,000 4.15%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
BUY
$125.51 - $158.2 $180,483 - $227,491
1,438 New
1,438 $223,000
Q2 2023

Aug 07, 2023
BUY
$128.93 - $142.33 $185,401 - $204,670
1,438 New
1,438 $202,000

Others Institutions Holding IWN

# of Institutions
1,096
Shares Held
56.4M
Call Options Held
337K
Put Options Held
19.7K
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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