A detailed history of Three Bridge Wealth Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 1,820 shares of IWN stock, worth $306,087. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,820
Previous 1,790 1.68%
Holding current value
$306,087
Previous $284,000 2.46%
% of portfolio
0.11%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$146.03 - $158.93 $4,380 - $4,767
30 Added 1.68%
1,820 $277,000
Q1 2023

May 11, 2023

SELL
$130.78 - $156.96 $2,354 - $2,825
-18 Reduced 1.0%
1,790 $245,000
Q4 2022

Feb 14, 2023

BUY
$131.32 - $149.64 $3,939 - $4,489
30 Added 1.69%
1,808 $250,000
Q3 2022

Nov 10, 2022

BUY
$128.93 - $159.38 $3,867 - $4,781
30 Added 1.69%
1,808 $233,000
Q2 2022

Nov 10, 2022

BUY
$134.47 - $162.71 $239,087 - $289,298
1,778 New
1,778 $242,000
Q1 2022

Feb 14, 2023

SELL
$151.25 - $169.21 $4,537 - $5,076
-30 Reduced 1.66%
1,778 $287,000

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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