Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Russell2000 Val ETF Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.63 Billion
  • Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 4,146 shares of IWN stock, worth $692,755. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,146
Previous 4,482 7.5%
Holding current value
$692,755
Previous $747,000 8.97%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 17, 2025
SELL
$162.69 - $181.35 $54,663 - $60,933
-336 Reduced 7.5%
4,146 $680,000
Q3 2024

Nov 08, 2024
SELL
$150.05 - $171.34 $25,508 - $29,127
-170 Reduced 3.65%
4,482 $747,000
Q2 2024

Aug 13, 2024
SELL
$146.03 - $158.93 $1.04 Million - $1.13 Million
-7,099 Reduced 60.41%
4,652 $708,000
Q1 2024

Apr 30, 2024
BUY
$145.61 - $158.81 $1.58 Million - $1.73 Million
10,878 Added 1246.05%
11,751 $1.87 Million
Q2 2023

Jul 19, 2023
SELL
$128.93 - $142.33 $12,119 - $13,379
-94 Reduced 9.72%
873 $122,000
Q1 2023

May 10, 2023
BUY
$130.78 - $156.96 $1,700 - $2,040
13 Added 1.36%
967 $132,000
Q3 2022

Oct 26, 2022
BUY
$128.93 - $159.38 $8,767 - $10,837
68 Added 7.67%
954 $123,000
Q3 2021

Nov 02, 2021
BUY
$152.99 - $167.43 $1,988 - $2,176
13 Added 1.49%
886 $141,000
Q1 2020

Apr 01, 2020
BUY
$71.79 - $129.5 $62,672 - $113,053
873 New
873 $71,000
Q3 2018

Nov 14, 2018
SELL
$132.46 - $137.1 $4,106 - $4,250
-31 Closed
0 $0
Q1 2018

May 15, 2018
BUY
$118.48 - $130.86 $3,672 - $4,056
31 New
31 $4,000

Others Institutions Holding IWN

# of Institutions
1,099
Shares Held
60.1M
Call Options Held
707K
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
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