A detailed history of Sowell Financial Services LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Sowell Financial Services LLC holds 18,948 shares of IWN stock, worth $3.27 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
18,948
Holding current value
$3.27 Million
% of portfolio
0.15%

Shares

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

Oct 04, 2024

BUY
$150.05 - $171.34 $2.84 Million - $3.25 Million
18,948 New
18,948 $3.16 Million
Q4 2023

Jan 24, 2024

BUY
$125.51 - $158.2 $1.36 Million - $1.71 Million
10,809 New
10,809 $1.68 Million
Q1 2022

May 13, 2022

SELL
$151.25 - $169.21 $1.79 Million - $2.01 Million
-11,859 Closed
0 $0
Q4 2021

Feb 09, 2022

SELL
$157.31 - $176.88 $206,076 - $231,712
-1,310 Reduced 9.95%
11,859 $1.97 Million
Q3 2021

Nov 04, 2021

SELL
$152.99 - $167.43 $30,903 - $33,820
-202 Reduced 1.51%
13,169 $2.11 Million
Q2 2021

Aug 05, 2021

SELL
$156.91 - $173.97 $63,705 - $70,631
-406 Reduced 2.95%
13,371 $2.22 Million
Q1 2021

May 07, 2021

BUY
$130.0 - $169.53 $1.66 Million - $2.17 Million
12,793 Added 1300.1%
13,777 $2.28 Million
Q4 2020

Jan 13, 2021

BUY
$100.9 - $132.3 $62,255 - $81,629
617 Added 168.12%
984 $130,000
Q2 2020

Aug 13, 2020

SELL
$74.44 - $109.12 $17,865 - $26,188
-240 Reduced 39.54%
367 $36,000
Q1 2020

May 12, 2020

BUY
$71.79 - $129.5 $1,722 - $3,108
24 Added 4.12%
607 $50,000
Q4 2019

Feb 07, 2020

SELL
$115.48 - $129.0 $35,683 - $39,861
-309 Reduced 34.64%
583 $74,000
Q3 2019

Nov 14, 2019

BUY
$110.84 - $123.96 $98,869 - $110,572
892 New
892 $107,000

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


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