N.E.W. Advisory Services LLC Ishares Russell2000 Val ETF Transaction History

N.E.W. Advisory Services LLC

  • $1.03 Billion
  • Q4 2024

A detailed history of N.E.W. Advisory Services LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 1,704 shares of IWN stock, worth $246,739. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,704
Previous 1,782 4.38%
Holding current value
$246,739
Previous $297,000 6.06%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$162.69 - $181.35 $12,689 - $14,145
-78 Reduced 4.38%
1,704 $279,000
Q3 2024

Oct 31, 2024
SELL
$150.05 - $171.34 $63,771 - $72,819
-425 Reduced 19.26%
1,782 $297,000
Q2 2023

Aug 04, 2023
SELL
$128.93 - $142.33 $9,282 - $10,247
-72 Reduced 3.16%
2,207 $310,000
Q4 2022

Feb 13, 2023
SELL
$131.32 - $149.64 $12,081 - $13,766
-92 Reduced 3.88%
2,279 $316,000
Q2 2022

Aug 01, 2022
SELL
$134.47 - $162.71 $406,233 - $491,546
-3,021 Reduced 56.03%
2,371 $323,000
Q1 2022

Apr 11, 2022
BUY
$151.25 - $169.21 $320,045 - $358,048
2,116 Added 64.59%
5,392 $859,000
Q4 2021

Jan 18, 2022
SELL
$157.31 - $176.88 $72,362 - $81,364
-460 Reduced 12.31%
3,276 $544,000
Q3 2021

Oct 13, 2021
SELL
$152.99 - $167.43 $74,812 - $81,873
-489 Reduced 11.57%
3,736 $599,000
Q2 2021

Jul 15, 2021
SELL
$156.91 - $173.97 $183,270 - $203,196
-1,168 Reduced 21.66%
4,225 $700,000
Q1 2021

Apr 14, 2021
SELL
$130.0 - $169.53 $303,940 - $396,361
-2,338 Reduced 30.24%
5,393 $873,000
Q4 2020

Jan 14, 2021
BUY
$100.9 - $132.3 $780,057 - $1.02 Million
7,731 New
7,731 $1.02 Million

Others Institutions Holding IWN

# of Institutions
1,127
Shares Held
60.2M
Call Options Held
260K
Put Options Held
149K
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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