Plante Moran Financial Advisors, LLC Ishares Russell2000 Val ETF Transaction History

Plante Moran Financial Advisors, LLC

  • $1.17 Billion
  • Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 1,123 shares of IWN stock, worth $193,683. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,123
Previous 1,123 -0.0%
Holding current value
$193,683
Previous $171,000 9.36%
% of portfolio
0.02%
Previous 0.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$146.03 - $158.93 $292 - $317
-2 Reduced 0.18%
1,123 $171,000
Q1 2024

May 09, 2024
BUY
$145.61 - $158.81 $291 - $317
2 Added 0.18%
1,125 $178,000
Q4 2023

Feb 05, 2024
BUY
$125.51 - $158.2 $119,862 - $151,081
955 Added 568.45%
1,123 $174,000
Q3 2023

Nov 07, 2023
SELL
$133.8 - $151.24 $13,781 - $15,577
-103 Reduced 38.01%
168 $22,000
Q2 2023

Aug 07, 2023
SELL
$128.93 - $142.33 $14,053 - $15,513
-109 Reduced 28.68%
271 $38,000
Q1 2023

May 08, 2023
SELL
$130.78 - $156.96 $1 Million - $1.21 Million
-7,683 Reduced 95.29%
380 $52,000
Q4 2022

Feb 09, 2023
BUY
$131.32 - $149.64 $14,313 - $16,310
109 Added 1.37%
8,063 $1.12 Million
Q4 2021

Feb 09, 2022
BUY
$157.31 - $176.88 $1.21 Million - $1.36 Million
7,716 Added 3242.02%
7,954 $1.32 Million
Q3 2021

Nov 08, 2021
BUY
$152.99 - $167.43 $10,709 - $11,720
70 Added 41.67%
238 $38,000
Q2 2021

Aug 10, 2021
SELL
$156.91 - $173.97 $5,962 - $6,610
-38 Reduced 18.45%
168 $28,000
Q1 2021

May 13, 2021
SELL
$130.0 - $169.53 $5,460 - $7,120
-42 Reduced 16.94%
206 $33,000
Q4 2020

Feb 09, 2021
BUY
$100.9 - $132.3 $2,522 - $3,307
25 Added 11.21%
248 $33,000
Q3 2020

Nov 12, 2020
BUY
$91.58 - $108.28 $3,480 - $4,114
38 Added 20.54%
223 $22,000
Q2 2020

Aug 10, 2020
SELL
$74.44 - $109.12 $50,098 - $73,437
-673 Reduced 78.44%
185 $18,000
Q1 2020

May 07, 2020
BUY
$71.79 - $129.5 $40,202 - $72,520
560 Added 187.92%
858 $70,000
Q4 2019

Feb 14, 2020
SELL
$115.48 - $129.0 $476,008 - $531,738
-4,122 Reduced 93.26%
298 $38,000
Q2 2019

Aug 13, 2019
SELL
$114.14 - $126.06 $188,331 - $207,999
-1,650 Reduced 27.18%
4,420 $533,000
Q1 2019

May 13, 2019
SELL
$107.18 - $125.8 $728,824 - $855,440
-6,800 Reduced 52.84%
6,070 $728,000
Q4 2018

Jan 29, 2019
BUY
$102.04 - $131.92 $862,238 - $1.11 Million
8,450 Added 191.18%
12,870 $1.38 Million
Q3 2017

Nov 08, 2017
BUY
$121.64 - $124.12 $537,648 - $548,610
4,420
4,420 $549,000

Others Institutions Holding IWN

# of Institutions
1,052
Shares Held
58.8M
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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