Stonebridge Financial Planning Group, LLC Ishares Russell2000 Val ETF Transaction History

Stonebridge Financial Planning Group, LLC

  • $181 Million
  • Q1 2024

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 2,805 shares of IWN stock, worth $425,013. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,805
Previous 2,501 12.16%
Holding current value
$425,013
Previous $388,000 14.69%
% of portfolio
0.25%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$145.61 - $158.81 $44,265 - $48,278
304 Added 12.16%
2,805 $445,000
Q4 2023

Feb 05, 2024
BUY
$125.51 - $158.2 $313,900 - $395,658
2,501 New
2,501 $388,000
Q1 2021

May 06, 2021
SELL
$130.0 - $169.53 $1,690 - $2,203
-13 Closed
0 $0
Q4 2020

Jan 27, 2021
BUY
$100.9 - $132.3 $1,311 - $1,719
13 New
13 $2,000
Q2 2020

Jul 24, 2020
SELL
$74.44 - $109.12 $5,955 - $8,729
-80 Closed
0 $0
Q4 2019

Feb 07, 2020
BUY
$115.48 - $129.0 $9,238 - $10,320
80 New
80 $10,000

Others Institutions Holding IWN

# of Institutions
1,009
Shares Held
59.9M
Call Options Held
468K
Put Options Held
254K
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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