Marion Wealth Management Ishares Russell2000 Val ETF Transaction History

Marion Wealth Management

$335 Million
Q1 2024

A detailed history of Marion Wealth Management transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Marion Wealth Management holds 46,418 shares of IWN stock, worth $7.07 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares

46,418

Previous 46,422 0.01%

Holding current value

$7.07 Million

Previous $7.21 Million 2.23%

% of portfolio

2.2%

Previous 2.31%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 08, 2024	SELL	$145.61 - $158.81 $582 - $635	-4 Reduced 0.01%	46,418 $7.37 Million
Q4 2023 Jan 10, 2024	BUY	$125.51 - $158.2 $214,998 - $270,996	1,713 Added 3.83%	46,422 $7.21 Million
Q3 2023 Oct 18, 2023	BUY	$133.8 - $151.24 $132,060 - $149,273	987 Added 2.26%	44,709 $6.06 Million
Q2 2023 Jul 24, 2023	BUY	$128.93 - $142.33 $209,511 - $231,286	1,625 Added 3.86%	43,722 $6.16 Million
Q1 2023 Apr 24, 2023	BUY	$130.78 - $156.96 $311,648 - $374,035	2,383 Added 6.0%	42,097 $5.77 Million

Q4 2022 Jan 19, 2023	BUY	$136.05 - $149.64 $912,759 - $1 Million	6,709 Added 20.33%	39,714 $0
Q3 2022 Nov 10, 2022	BUY	$132.98 - $159.38 $363,035 - $435,107	2,730 Added 9.02%	33,005 $4.26 Million
Q2 2022 Jul 27, 2022	SELL	$134.47 - $162.71 $703,143 - $850,810	-5,229 Reduced 14.73%	30,275 $4.12 Million
Q1 2022 Apr 08, 2022	SELL	$151.25 - $169.21 $15,427 - $17,259	-102 Reduced 0.29%	35,504 $5.73 Million
Q4 2021 Feb 14, 2022	BUY	$157.31 - $176.88 $5.6 Million - $6.3 Million	35,606 New	35,606 $5.91 Million

Others Institutions Holding IWN

# of Institutions

1,009

Shares Held

59.9M

Call Options Held

468K

Put Options Held

254K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

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Marion Wealth Management Ishares Russell2000 Val ETF Transaction History