Spire Wealth Management Ishares Russell2000 Val ETF Transaction History

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024

A detailed history of Spire Wealth Management transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Spire Wealth Management holds 2,897 shares of IWN stock, worth $512,189. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,897
Previous 2,705 7.1%
Holding current value
$512,189
Previous $411,000 17.52%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 15, 2024
BUY
$150.05 - $171.34 $28,809 - $32,897
192 Added 7.1%
2,897 $483,000
Q2 2024

Jul 31, 2024
SELL
$146.03 - $158.93 $85,865 - $93,450
-588 Reduced 17.86%
2,705 $411,000
Q1 2024

Apr 24, 2024
SELL
$145.61 - $158.81 $26,792 - $29,221
-184 Reduced 5.29%
3,293 $522,000
Q3 2023

Nov 08, 2023
BUY
$133.8 - $151.24 $12,309 - $13,914
92 Added 2.72%
3,477 $471,000
Q2 2023

Aug 09, 2023
SELL
$128.93 - $142.33 $85,093 - $93,937
-660 Reduced 16.32%
3,385 $476,000
Q1 2023

May 09, 2023
BUY
$130.78 - $156.96 $67,744 - $81,305
518 Added 14.69%
4,045 $554,000
Q4 2022

Feb 03, 2023
BUY
$131.32 - $149.64 $35,587 - $40,552
271 Added 8.32%
3,527 $489,000
Q3 2022

Nov 07, 2022
SELL
$128.93 - $159.38 $117,842 - $145,673
-914 Reduced 21.92%
3,256 $420,000
Q2 2022

Jul 22, 2022
SELL
$134.47 - $162.71 $28,373 - $34,331
-211 Reduced 4.82%
4,170 $568,000
Q1 2022

Apr 18, 2022
SELL
$151.25 - $169.21 $112,227 - $125,553
-742 Reduced 14.48%
4,381 $707,000
Q4 2021

Jan 14, 2022
BUY
$157.31 - $176.88 $133,556 - $150,171
849 Added 19.86%
5,123 $851,000
Q3 2021

Oct 22, 2021
BUY
$152.99 - $167.43 $5,354 - $5,860
35 Added 0.83%
4,274 $685,000
Q2 2021

Jul 26, 2021
SELL
$156.91 - $173.97 $120,036 - $133,087
-765 Reduced 15.29%
4,239 $703,000
Q1 2021

May 21, 2021
BUY
$130.0 - $169.53 $650,520 - $848,328
5,004 New
5,004 $799,000

Others Institutions Holding IWN

# of Institutions
1,021
Shares Held
61.2M
Call Options Held
840K
Put Options Held
134K
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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