Paces Ferry Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History

Paces Ferry Wealth Advisors, LLC

  • $202 Million
  • Q2 2025

A detailed history of Paces Ferry Wealth Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Paces Ferry Wealth Advisors, LLC holds 7,015 shares of IWN stock, worth $1.24 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
7,015
Previous 7,015 -0.0%
Holding current value
$1.24 Million
Previous $1.06 Million 4.44%
% of portfolio
0.55%
Previous 0.57%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$149.27 - $169.4 $149 - $169
1 Added 0.01%
7,015 $1.06 Million
Q4 2024

Feb 11, 2025
BUY
$162.69 - $181.35 $162 - $181
1 Added 0.01%
7,014 $1.15 Million
Q3 2024

Nov 08, 2024
BUY
$150.05 - $171.34 $300 - $342
2 Added 0.03%
7,013 $1.17 Million
Q2 2024

Aug 12, 2024
BUY
$146.03 - $158.93 $438 - $476
3 Added 0.04%
7,011 $1.07 Million
Q1 2024

May 01, 2024
SELL
$145.61 - $158.81 $403,485 - $440,062
-2,771 Reduced 28.34%
7,008 $1.11 Million
Q4 2023

Feb 05, 2024
BUY
$125.51 - $158.2 $1,004 - $1,265
8 Added 0.08%
9,779 $1.52 Million
Q2 2023

Jul 28, 2023
BUY
$128.93 - $142.33 $386 - $426
3 Added 0.03%
9,771 $1.38 Million
Q1 2023

Apr 24, 2023
SELL
$130.78 - $156.96 $631,013 - $757,332
-4,825 Reduced 33.06%
9,768 $1.34 Million
Q4 2022

Jan 23, 2023
BUY
$131.32 - $149.64 $1.92 Million - $2.18 Million
14,593 New
14,593 $0
Q2 2022

Jul 28, 2022
SELL
$134.47 - $162.71 $192,426 - $232,838
-1,431 Closed
0 $0
Q1 2022

Apr 20, 2022
SELL
$151.25 - $169.21 $234,286 - $262,106
-1,549 Reduced 51.98%
1,431 $231,000
Q4 2021

Jan 19, 2022
BUY
$157.31 - $176.88 $246,662 - $277,347
1,568 Added 111.05%
2,980 $495,000
Q3 2021

Oct 29, 2021
SELL
$152.99 - $167.43 $4,742 - $5,190
-31 Reduced 2.15%
1,412 $226,000
Q2 2021

Jul 21, 2021
BUY
$156.91 - $173.97 $5,962 - $6,610
38 Added 2.7%
1,443 $239,000
Q1 2021

May 19, 2021
BUY
$130.0 - $169.53 $182,650 - $238,189
1,405 New
1,405 $224,000
Q4 2020

Mar 05, 2021
SELL
$100.9 - $132.3 $141,764 - $185,881
-1,405 Closed
0 $0
Q3 2020

Nov 19, 2020
BUY
$91.58 - $108.28 $128,669 - $152,133
1,405 New
1,405 $140,000

Others Institutions Holding IWN

# of Institutions
1,098
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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