Optimist Retirement Group LLC Ishares Russell2000 Val ETF Transaction History

Optimist Retirement Group LLC

  • $190 Billion
  • Q2 2024

A detailed history of Optimist Retirement Group LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Optimist Retirement Group LLC holds 2,021 shares of IWN stock, worth $321,925. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,021
Previous 2,021 -0.0%
Holding current value
$321,925
Previous $321 Million 4.1%
% of portfolio
0.16%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$145.61 - $158.81 $3,931 - $4,287
27 Added 1.35%
2,021 $321 Million
Q4 2023

Feb 15, 2024
BUY
$125.51 - $158.2 $250,266 - $315,450
1,994 New
1,994 $310 Million

Others Institutions Holding IWN

# of Institutions
998
Shares Held
59.4M
Call Options Held
280K
Put Options Held
140K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Optimist Retirement Group LLC Portfolio

Follow Optimist Retirement Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optimist Retirement Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optimist Retirement Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email