Marshall Financial Group Inc Ishares Russell2000 Val ETF Transaction History

Marshall Financial Group Inc

  • $331 Million
  • Q3 2024

A detailed history of Marshall Financial Group Inc transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Marshall Financial Group Inc holds 1,703 shares of IWN stock, worth $286,410. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,703
Previous 1,694 0.53%
Holding current value
$286,410
Previous $257,000 10.51%
% of portfolio
0.09%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$150.05 - $171.34 $1,350 - $1,542
9 Added 0.53%
1,703 $284,000
Q2 2024

Aug 09, 2024
BUY
$146.03 - $158.93 $1,168 - $1,271
8 Added 0.47%
1,694 $257,000
Q1 2024

May 08, 2024
BUY
$145.61 - $158.81 $873 - $952
6 Added 0.36%
1,686 $267,000
Q4 2023

Feb 07, 2024
BUY
$125.51 - $158.2 $2,635 - $3,322
21 Added 1.27%
1,680 $260,000
Q2 2023

Aug 10, 2023
BUY
$128.93 - $142.33 $773 - $853
6 Added 0.36%
1,659 $233,000
Q1 2023

May 02, 2023
BUY
$130.78 - $156.96 $784 - $941
6 Added 0.36%
1,653 $226,000
Q4 2022

Feb 03, 2023
BUY
$131.32 - $149.64 $262 - $299
2 Added 0.12%
1,647 $228,000
Q1 2022

May 10, 2022
SELL
$151.25 - $169.21 $18,906 - $21,151
-125 Reduced 7.06%
1,645 $266,000
Q4 2020

Feb 04, 2021
BUY
$100.9 - $132.3 $178,593 - $234,171
1,770 New
1,770 $233,000
Q1 2020

Apr 23, 2020
SELL
$71.79 - $129.5 $203,165 - $366,485
-2,830 Closed
0 $0
Q4 2018

Feb 11, 2019
BUY
$102.04 - $131.92 $288,773 - $373,333
2,830 New
2,830 $304,000

Others Institutions Holding IWN

# of Institutions
1,020
Shares Held
61.1M
Call Options Held
280K
Put Options Held
134K
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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