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 $251,927. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,509

Previous 1,501 0.53%

Holding current value

$251,927

Previous $203,000 15.27%

% of portfolio

0.09%

Previous 0.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,061

Shares Held

58.7M

Call Options Held

987K

Put Options Held

207K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

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