Robertson Stephens Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 1,586 shares of IWN stock, worth $282,736. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,586
Previous 2,002 20.78%
Holding current value
$282,736
Previous $304,000 13.16%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 12, 2024
SELL
$150.05 - $171.34 $62,420 - $71,277
-416 Reduced 20.78%
1,586 $264,000
Q2 2024

Aug 13, 2024
BUY
$146.03 - $158.93 $53,593 - $58,327
367 Added 22.45%
2,002 $304,000
Q1 2024

May 15, 2024
BUY
$145.61 - $158.81 $238,072 - $259,654
1,635 New
1,635 $259,000
Q1 2023

May 11, 2023
BUY
$130.78 - $156.96 $130 - $156
1 Added 0.06%
1,679 $230,000
Q4 2022

Feb 14, 2023
BUY
$131.32 - $149.64 $220,354 - $251,095
1,678 New
1,678 $232,000

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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