Naviter Wealth, LLC Ishares Russell2000 Val ETF Transaction History

Naviter Wealth, LLC

  • $842 Million
  • Q3 2025

A detailed history of Naviter Wealth, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Naviter Wealth, LLC holds 4,439 shares of IWN stock, worth $775,360. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,439
Previous 4,439 -0.0%
Holding current value
$775,360
Previous $700,000 12.0%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Feb 07, 2025
BUY
$162.69 - $181.35 $722,180 - $805,012
4,439 New
4,439 $728,000
Q1 2024

Apr 18, 2024
BUY
$145.61 - $158.81 $831,141 - $906,487
5,708 New
5,708 $906,000

Others Institutions Holding IWN

# of Institutions
1,125
Shares Held
54.4M
Call Options Held
152K
Put Options Held
25.3K
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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