Ropes Wealth Advisors LLC Ishares Russell2000 Val ETF Transaction History

Ropes Wealth Advisors LLC

$512 Million
Q3 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 20, 2020	SELL	$74.44 - $109.12 $5,583 - $8,184	-75 Closed	0 $0
Q1 2020 Apr 24, 2020	BUY	$71.79 - $129.5 $5,384 - $9,712	75 New	75 $6,000
Q4 2019 Feb 05, 2020	SELL	$115.48 - $129.0 $156,128 - $174,408	-1,352 Closed	0 $0
Q3 2019 Nov 05, 2019	BUY	$110.84 - $123.96 $104,854 - $117,266	946 Added 233.0%	1,352 $161,000
Q4 2018 Feb 08, 2019	SELL	$102.04 - $131.92 $8,163 - $10,553	-80 Reduced 16.46%	406 $44,000
Q3 2018 Oct 30, 2018	BUY	$132.46 - $137.1 $10,596 - $10,968	80 Added 19.7%	486 $65,000
Q1 2018 Apr 30, 2018	SELL	$118.48 - $130.86 $85,779 - $94,742	-724 Reduced 64.07%	406 $49,000
Q4 2017 Feb 13, 2018	BUY	$121.05 - $128.04 $96,718 - $102,303	799 Added 241.39%	1,130 $142,000
Q3 2017 Nov 09, 2017	BUY	$121.64 - $124.12 $40,262 - $41,083	331	331 $41,000

Others Institutions Holding IWN

# of Institutions

1,052

Shares Held

59M

Call Options Held

987K

Put Options Held

207K

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ropes Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ropes Wealth Advisors LLC with notifications on news.