Tci Wealth Advisors, Inc. Ishares Russell2000 Val ETF Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	SELL	$130.78 - $156.96 $1,569 - $1,883	-12 Reduced 2.76%	423 $57,000
Q2 2022 Jul 19, 2022	BUY	$134.47 - $162.71 $49,216 - $59,551	366 Added 530.43%	435 $59,000
Q4 2021 Jan 24, 2022	SELL	$157.31 - $176.88 $5,348 - $6,013	-34 Reduced 33.01%	69 $11,000
Q3 2021 Oct 29, 2021	BUY	$152.99 - $167.43 $5,354 - $5,860	35 Added 51.47%	103 $17,000
Q1 2021 Apr 29, 2021	SELL	$130.0 - $169.53 $22,230 - $28,989	-171 Reduced 71.55%	68 $11,000
Q4 2020 Jan 21, 2021	BUY	$100.9 - $132.3 $100 - $132	1 Added 0.42%	239 $32,000
Q3 2020 Oct 20, 2020	SELL	$91.58 - $108.28 $4,487 - $5,305	-49 Reduced 17.07%	238 $24,000
Q2 2020 Jul 20, 2020	BUY	$74.44 - $109.12 $223 - $327	3 Added 1.06%	287 $28,000
Q1 2020 Apr 14, 2020	SELL	$71.79 - $129.5 $59,513 - $107,355	-829 Reduced 74.48%	284 $23,000
Q4 2019 Jan 27, 2020	BUY	$115.48 - $129.0 $230 - $258	2 Added 0.18%	1,113 $143,000
Q2 2019 Jul 23, 2019	BUY	$114.14 - $126.06 $228 - $252	2 Added 0.18%	1,111 $134,000
Q1 2019 Apr 11, 2019	BUY	$107.18 - $125.8 $107 - $125	1 Added 0.09%	1,109 $133,000
Q4 2018 Jan 17, 2019	SELL	$102.04 - $131.92 $28,673 - $37,069	-281 Reduced 20.23%	1,108 $119,000
Q3 2018 Nov 02, 2018	BUY	$132.46 - $137.1 $13,378 - $13,847	101 Added 7.84%	1,389 $185,000
Q2 2018 Jul 27, 2018	BUY	$119.36 - $135.64 $20,888 - $23,736	175 Added 15.72%	1,288 $170,000
Q1 2018 Apr 30, 2018	SELL	$118.48 - $130.86 $21,918 - $24,209	-185 Reduced 14.25%	1,113 $136,000
Q4 2017 Feb 01, 2018	BUY	$121.05 - $128.04 $23,241 - $24,583	192 Added 17.36%	1,298 $163,000
Q3 2017 Oct 24, 2017	BUY	$121.64 - $124.12 $243 - $248	2 Added 0.18%	1,106 $137,000
Q2 2017 Aug 10, 2017	BUY	N/A	1,104	1,104 $131,000

Others Institutions Holding IWN

# of Institutions

1,052

Shares Held

59M

Call Options Held

987K

Put Options Held

207K

About ISHARES RUSSELL2000 VAL ETF

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