Lws Wealth Advisors, Inc. Ishares Russell2000 Val ETF Transaction History

Lws Wealth Advisors, Inc.

  • $255 Million
  • Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 1,509 shares of IWN stock, worth $248,743. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,509
Previous 1,501 0.53%
Holding current value
$248,743
Previous $203,000 15.27%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Feb 09, 2024
BUY
$125.51 - $158.2 $1,004 - $1,265
8 Added 0.53%
1,509 $234,000
Q2 2023

Jul 28, 2023
BUY
$128.93 - $142.33 $193,523 - $213,637
1,501 New
1,501 $211,000
Q4 2022

Feb 14, 2023
BUY
$131.32 - $149.64 $198,424 - $226,106
1,511 New
1,511 $209,000
Q2 2022

Aug 05, 2022
BUY
$134.47 - $162.71 $27,566 - $33,355
205 Added 15.79%
1,503 $205,000
Q1 2022

May 10, 2022
BUY
$151.25 - $169.21 $302 - $338
2 Added 0.15%
1,298 $210,000
Q4 2021

Feb 02, 2022
BUY
$157.31 - $176.88 $471 - $530
3 Added 0.23%
1,296 $215,000
Q3 2021

Nov 09, 2021
BUY
$152.99 - $167.43 $305 - $334
2 Added 0.15%
1,293 $207,000
Q2 2021

Jul 23, 2021
SELL
$156.91 - $173.97 $5,334 - $5,914
-34 Reduced 2.57%
1,291 $214,000
Q1 2021

Apr 29, 2021
BUY
$130.0 - $169.53 $172,250 - $224,627
1,325 New
1,325 $211,000
Q1 2020

May 04, 2020
SELL
$71.79 - $129.5 $77,676 - $140,119
-1,082 Closed
0 $0
Q4 2019

Feb 06, 2020
BUY
$115.48 - $129.0 $124,949 - $139,578
1,082 New
1,082 $139,000

Others Institutions Holding IWN

# of Institutions
998
Shares Held
59.4M
Call Options Held
280K
Put Options Held
140K
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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