Lutz Financial Services LLC Ishares Russell2000 Val ETF Transaction History

Lutz Financial Services LLC

  • $1.14 Billion
  • Q1 2024

A detailed history of Lutz Financial Services LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 4,485 shares of IWN stock, worth $738,948. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,485
Previous 4,494 0.2%
Holding current value
$738,948
Previous $698,000 2.01%
% of portfolio
0.06%
Previous 0.07%

Shares

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

May 03, 2024
SELL
$145.61 - $158.81 $1,310 - $1,429
-9 Reduced 0.2%
4,485 $712,000
Q3 2023

Nov 03, 2023
SELL
$133.8 - $151.24 $3,612 - $4,083
-27 Reduced 0.6%
4,494 $609,000
Q2 2023

Aug 07, 2023
SELL
$128.93 - $142.33 $2,707 - $2,988
-21 Reduced 0.46%
4,521 $636,000
Q2 2019

Aug 13, 2019
SELL
$114.14 - $126.06 $28,420 - $31,388
-249 Reduced 5.2%
4,542 $547,000
Q4 2018

Feb 13, 2019
BUY
$102.04 - $131.92 $25,407 - $32,848
249 Added 5.48%
4,791 $515,000
Q4 2017

Apr 17, 2018
BUY
$121.05 - $128.04 $549,809 - $581,557
4,542
4,542 $571,000

Others Institutions Holding IWN

# of Institutions
1,006
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
Track This Portfolio

Track Lutz Financial Services LLC Portfolio

Follow Lutz Financial Services 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 Lutz Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lutz Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email