Surevest, LLC Ishares Russell2000 Val ETF Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

A detailed history of Surevest, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Surevest, LLC holds 1,572 shares of IWN stock, worth $234,086. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,572
Previous 1,588 1.01%
Holding current value
$234,086
Previous $216,000 6.02%
% of portfolio
0.06%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
SELL
$128.93 - $159.38 $2,062 - $2,550
-16 Reduced 1.01%
1,572 $203,000
Q2 2022

Aug 15, 2022
BUY
$134.47 - $162.71 $24,339 - $29,450
181 Added 12.86%
1,588 $216,000
Q1 2021

Apr 19, 2021
BUY
$130.0 - $169.53 $182,910 - $238,528
1,407 New
1,407 $224,000

Others Institutions Holding IWN

# of Institutions
1,096
Shares Held
59.9M
Call Options Held
453K
Put Options Held
29.6K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Surevest, LLC Portfolio

Follow Surevest, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Surevest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surevest, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email