Optimum Investment Advisors Ishares Russell2000 Val ETF Transaction History

Optimum Investment Advisors

  • $223 Million
  • Q2 2025

A detailed history of Optimum Investment Advisors transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Optimum Investment Advisors holds 190 shares of IWN stock, worth $33,597. This represents 0.01% of its overall portfolio holdings.

Number of Shares
190
Previous 190 -0.0%
Holding current value
$33,597
Previous $28,000 3.57%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$150.05 - $171.34 $22,507 - $25,701
150 Added 375.0%
190 $31,000
Q2 2023

Aug 03, 2023
SELL
$128.93 - $142.33 $5,157 - $5,693
-40 Reduced 50.0%
40 $5,000
Q4 2022

Jan 05, 2023
SELL
$131.32 - $149.64 $1,050 - $1,197
-8 Reduced 9.09%
80 $0
Q3 2021

Oct 22, 2021
BUY
$152.99 - $167.43 $12,239 - $13,394
80 Added 1000.0%
88 $14,000
Q1 2018

May 09, 2018
BUY
$118.48 - $130.86 $947 - $1,046
8 New
8 $1,000

Others Institutions Holding IWN

# of Institutions
1,096
Shares Held
56.4M
Call Options Held
337K
Put Options Held
19.7K
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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