Optimist Retirement Group LLC Ishares Russell2000 Val ETF Transaction History

Optimist Retirement Group LLC

  • $216 Million
  • Q3 2025

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 2,164 shares of IWN stock, worth $377,985. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,164
Previous 2,164 -0.0%
Holding current value
$377,985
Previous $341,000 12.02%
% of portfolio
0.18%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$131.84 - $157.76 $17,930 - $21,455
136 Added 6.71%
2,164 $341,000
Q1 2025

May 05, 2025
BUY
$149.27 - $169.4 $1,044 - $1,185
7 Added 0.35%
2,028 $306,000
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
1,123
Shares Held
54.6M
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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