Perfromance Wealth Partners, LLC Ishares Russell2000 Val ETF Transaction History

Perfromance Wealth Partners, LLC

  • $3.09 Billion
  • Q4 2024

A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 6,513 shares of IWN stock, worth $1.09 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,513
Previous 6,714 2.99%
Holding current value
$1.09 Million
Previous $1.12 Million 4.55%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jan 17, 2025
SELL
$162.69 - $181.35 $32,700 - $36,451
-201 Reduced 2.99%
6,513 $1.07 Million
Q3 2024

Oct 10, 2024
BUY
$150.05 - $171.34 $384,878 - $439,487
2,565 Added 61.82%
6,714 $1.12 Million
Q2 2024

Jul 19, 2024
SELL
$146.03 - $158.93 $97,694 - $106,324
-669 Reduced 13.89%
4,149 $631,000
Q1 2024

Apr 30, 2024
SELL
$145.61 - $158.81 $51,837 - $56,536
-356 Reduced 6.88%
4,818 $765,000
Q4 2023

Jan 22, 2024
SELL
$125.51 - $158.2 $38,782 - $48,883
-309 Reduced 5.64%
5,174 $803,000
Q3 2023

Oct 30, 2023
SELL
$133.8 - $151.24 $16,725 - $18,905
-125 Reduced 2.23%
5,483 $743,000
Q2 2023

Jul 13, 2023
SELL
$128.93 - $142.33 $51,958 - $57,358
-403 Reduced 6.7%
5,608 $789,000
Q1 2023

Apr 20, 2023
SELL
$130.78 - $156.96 $38,972 - $46,774
-298 Reduced 4.72%
6,011 $823,000
Q4 2022

Jan 19, 2023
SELL
$131.32 - $149.64 $36,506 - $41,599
-278 Reduced 4.22%
6,309 $0
Q3 2022

Oct 17, 2022
SELL
$128.93 - $159.38 $3,223 - $3,984
-25 Reduced 0.38%
6,587 $849,000
Q2 2022

Jul 15, 2022
SELL
$134.47 - $162.71 $67,235 - $81,355
-500 Reduced 7.03%
6,612 $900,000
Q4 2021

Feb 03, 2022
BUY
$157.31 - $176.88 $1.12 Million - $1.26 Million
7,112 New
7,112 $1.18 Million

Others Institutions Holding IWN

# of Institutions
1,061
Shares Held
58.7M
Call Options Held
987K
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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