Nvest Financial, LLC Ishares Russell2000 Val ETF Transaction History

Nvest Financial, LLC

  • $187 Million
  • Q4 2024

A detailed history of Nvest Financial, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Nvest Financial, LLC holds 2,018 shares of IWN stock, worth $337,954. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,018
Previous 1,802 11.99%
Holding current value
$337,954
Previous $300,000 10.33%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Jan 22, 2025
BUY
$162.69 - $181.35 $35,141 - $39,171
216 Added 11.99%
2,018 $331,000
Q3 2024

Oct 09, 2024
BUY
$150.05 - $171.34 $22,657 - $25,872
151 Added 9.15%
1,802 $300,000
Q2 2024

Jul 19, 2024
BUY
$146.03 - $158.93 $6,717 - $7,310
46 Added 2.87%
1,651 $251,000
Q1 2024

Apr 18, 2024
BUY
$145.61 - $158.81 $233,704 - $254,890
1,605 New
1,605 $254,000

Others Institutions Holding IWN

# of Institutions
1,076
Shares Held
59.3M
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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