Marshall Financial Group Inc Ishares Russell2000 Val ETF Transaction History

Marshall Financial Group Inc

$303 Million
Q1 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 1,686 shares of IWN stock, worth $255,462. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,686

Previous 1,680 0.36%

Holding current value

$255,462

Previous $260,000 2.69%

% of portfolio

0.09%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$136.05 - $149.64 $272 - $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

1,009

Shares Held

59.9M

Call Options Held

468K

Put Options Held

254K

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About ISHARES RUSSELL2000 VAL ETF

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Marshall Financial Group Inc Ishares Russell2000 Val ETF Transaction History