Strategic Financial Concepts, LLC Ishares Russell2000 Val ETF Transaction History

Strategic Financial Concepts, LLC

  • $711 Billion
  • Q2 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 5,078 shares of IWN stock, worth $897,942. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,078
Previous 5,082 0.08%
Holding current value
$897,942
Previous $767 Million 4.41%
% of portfolio
0.11%
Previous 0.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$131.84 - $157.76 $527 - $631
-4 Reduced 0.08%
5,078 $801 Million
Q1 2025

Apr 28, 2025
BUY
$149.27 - $169.4 $28,212 - $32,016
189 Added 3.86%
5,082 $767 Million
Q4 2024

Jan 30, 2025
SELL
$162.69 - $181.35 $129 Million - $144 Million
-795,780 Reduced 99.39%
4,893 $803 Million
Q4 2024

Jan 27, 2025
BUY
$162.69 - $181.35 $129 Million - $144 Million
795,839 Added 16463.36%
800,673 $803 Million
Q3 2024

Nov 12, 2024
SELL
$150.05 - $171.34 $124 Million - $142 Million
-828,706 Reduced 99.42%
4,834 $806 Million
Q2 2024

Aug 06, 2024
BUY
$146.03 - $158.93 $121 Million - $132 Million
828,944 Added 18036.21%
833,540 $7.26 Million
Q1 2024

Apr 22, 2024
BUY
$145.61 - $158.81 $669,223 - $729,890
4,596 New
4,596 $730 Million
Q3 2023

Nov 07, 2023
BUY
$133.8 - $151.24 $201,636 - $227,918
1,507 Added 52.15%
4,397 $596 Million
Q2 2023

Sep 06, 2023
BUY
$128.93 - $142.33 $3,094 - $3,415
24 Added 0.84%
2,890 $407 Million
Q1 2023

Sep 06, 2023
BUY
$130.78 - $156.96 $374,815 - $449,847
2,866 New
2,866 $393 Million

Others Institutions Holding IWN

# of Institutions
1,117
Shares Held
56.1M
Call Options Held
337K
Put Options Held
19.7K
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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