Lwm Advisors Inc Ishares Russell2000 Val ETF Transaction History

Lwm Advisors Inc

  • $97.3 Billion
  • Q1 2025

A detailed history of Lwm Advisors Inc transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Lwm Advisors Inc holds 36,609 shares of IWN stock, worth $5.3 Million. This represents 5.62% of its overall portfolio holdings.

Number of Shares
36,609
Previous 36,179 1.19%
Holding current value
$5.3 Million
Previous $5.94 Billion 8.01%
% of portfolio
5.62%
Previous 5.96%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$149.27 - $169.4 $64,186 - $72,842
430 Added 1.19%
36,609 $5.46 Billion
Q4 2024

May 13, 2025
BUY
$162.69 - $181.35 $5.89 Million - $6.56 Million
36,179 New
36,179 $5.94 Billion

Others Institutions Holding IWN

# of Institutions
1,093
Shares Held
60.6M
Call Options Held
453K
Put Options Held
29.6K
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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