Midland Wealth Advisors LLC Ishares Russell2000 Val ETF Transaction History

Midland Wealth Advisors LLC

  • $1.71 Trillion
  • Q3 2024

A detailed history of Midland Wealth Advisors LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 3,461 shares of IWN stock, worth $616,992. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,461
Previous 5,179 33.17%
Holding current value
$616,992
Previous $789 Million 26.8%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Oct 23, 2024
SELL
$150.05 - $171.34 $257,785 - $294,362
-1,718 Reduced 33.17%
3,461 $577 Million
Q2 2024

Aug 01, 2024
SELL
$146.03 - $158.93 $46,291 - $50,380
-317 Reduced 5.77%
5,179 $789 Million
Q1 2024

May 13, 2024
SELL
$145.61 - $158.81 $622,482 - $678,912
-4,275 Reduced 43.75%
5,496 $873 Million
Q4 2023

Feb 14, 2024
BUY
$125.51 - $158.2 $1.23 Million - $1.55 Million
9,771 New
9,771 $1.52 Billion

Others Institutions Holding IWN

# of Institutions
1,052
Shares Held
58.8M
Call Options Held
987K
Put Options Held
207K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Midland Wealth Advisors LLC Portfolio

Follow Midland Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Midland Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Midland Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email