A detailed history of New England Private Wealth Advisors LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 1,656 shares of IWN stock, worth $297,666. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,656
Previous 1,656 -0.0%
Holding current value
$297,666
Previous $252,000 9.52%
% of portfolio
0.05%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$146.03 - $158.93 $39,720 - $43,228
-272 Reduced 14.11%
1,656 $252,000
Q1 2024

May 08, 2024

BUY
$145.61 - $158.81 $582 - $635
4 Added 0.21%
1,928 $306,000
Q4 2023

Feb 02, 2024

BUY
$125.51 - $158.2 $1,506 - $1,898
12 Added 0.63%
1,924 $298,000
Q3 2023

Nov 07, 2023

BUY
$133.8 - $151.24 $42,949 - $48,548
321 Added 20.18%
1,912 $259,000
Q2 2023

Aug 11, 2023

BUY
$128.93 - $142.33 $386 - $426
3 Added 0.19%
1,591 $224,000
Q1 2023

May 04, 2023

BUY
$130.78 - $156.96 $653 - $784
5 Added 0.32%
1,588 $217,000
Q4 2022

Feb 08, 2023

BUY
$131.32 - $149.64 $207,879 - $236,880
1,583 New
1,583 $219,000

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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