A detailed history of Sja Financial Advisory, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Sja Financial Advisory, LLC holds 3,048 shares of IWN stock, worth $500,207. This represents 0.35% of its overall portfolio holdings.

Number of Shares
3,048
Previous 3,086 1.23%
Holding current value
$500,207
Previous $469,000 8.32%
% of portfolio
0.35%
Previous 0.34%

Shares

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

Nov 25, 2024

SELL
$150.05 - $171.34 $5,701 - $6,510
-38 Reduced 1.23%
3,048 $508,000
Q2 2024

Jul 31, 2024

SELL
$146.03 - $158.93 $6,425 - $6,992
-44 Reduced 1.41%
3,086 $469,000
Q1 2024

May 10, 2024

SELL
$145.61 - $158.81 $873 - $952
-6 Reduced 0.19%
3,130 $497,000
Q4 2023

Feb 14, 2024

SELL
$125.51 - $158.2 $627 - $791
-5 Reduced 0.16%
3,136 $487,000
Q3 2023

Nov 15, 2023

SELL
$133.8 - $151.24 $4,415 - $4,990
-33 Reduced 1.04%
3,141 $425,000
Q2 2023

Aug 14, 2023

SELL
$128.93 - $142.33 $7,606 - $8,397
-59 Reduced 1.82%
3,174 $446,000
Q1 2023

Apr 28, 2023

BUY
$130.78 - $156.96 $2,223 - $2,668
17 Added 0.53%
3,233 $442,000
Q4 2022

Feb 14, 2023

SELL
$131.32 - $149.64 $7,485 - $8,529
-57 Reduced 1.74%
3,216 $445,000
Q3 2022

Feb 14, 2023

SELL
$128.93 - $159.38 $902 - $1,115
-7 Reduced 0.21%
3,273 $435,000
Q2 2022

Aug 03, 2022

BUY
$134.47 - $162.71 $4,571 - $5,532
34 Added 1.05%
3,280 $447,000
Q1 2022

Apr 21, 2022

BUY
$151.25 - $169.21 $1,512 - $1,692
10 Added 0.31%
3,246 $524,000
Q4 2021

Feb 16, 2022

BUY
$157.31 - $176.88 $5,348 - $6,013
34 Added 1.06%
3,236 $537,000
Q3 2021

Nov 08, 2021

BUY
$152.99 - $167.43 $2,141 - $2,344
14 Added 0.44%
3,202 $513,000
Q2 2021

Jul 21, 2021

SELL
$156.91 - $173.97 $30,597 - $33,924
-195 Reduced 5.76%
3,188 $529,000
Q1 2021

May 14, 2021

SELL
$130.0 - $169.53 $34,710 - $45,264
-267 Reduced 7.32%
3,383 $540,000
Q4 2020

Feb 08, 2021

SELL
$100.9 - $132.3 $201 - $264
-2 Reduced 0.05%
3,650 $481,000
Q3 2020

Nov 06, 2020

SELL
$91.58 - $108.28 $147,352 - $174,222
-1,609 Reduced 30.58%
3,652 $363,000
Q2 2020

Aug 12, 2020

BUY
$74.44 - $109.12 $391,628 - $574,080
5,261 New
5,261 $513,000
Q1 2020

May 11, 2020

SELL
$71.79 - $129.5 $153,917 - $277,648
-2,144 Closed
0 $0
Q4 2019

Feb 05, 2020

BUY
$115.48 - $129.0 $1,616 - $1,806
14 Added 0.66%
2,144 $276,000
Q3 2019

Oct 30, 2019

BUY
$110.84 - $123.96 $997 - $1,115
9 Added 0.42%
2,130 $254,000
Q2 2019

Aug 02, 2019

BUY
$114.14 - $126.06 $15,408 - $17,018
135 Added 6.8%
2,121 $256,000
Q1 2019

May 03, 2019

BUY
$107.18 - $125.8 $857 - $1,006
8 Added 0.4%
1,986 $238,000
Q4 2018

Jan 28, 2019

BUY
$102.04 - $131.92 $201,835 - $260,937
1,978 New
1,978 $213,000

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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