Tortoise Investment Management, LLC Ishares Russell2000 Val ETF Transaction History

Tortoise Investment Management, LLC

  • $981 Million
  • Q2 2025

A detailed history of Tortoise Investment Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 573 shares of IWN stock, worth $101,323. This represents 0.01% of its overall portfolio holdings.

Number of Shares
573
Previous 573 -0.0%
Holding current value
$101,323
Previous $86,000 4.65%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$149.27 - $169.4 $9,553 - $10,841
-64 Reduced 10.05%
573 $86,000
Q2 2024

Aug 07, 2025
BUY
$146.03 - $158.93 $22,780 - $24,793
156 Added 32.43%
637 $97,000
Q2 2024

Aug 01, 2024
BUY
$146.03 - $158.93 $22,780 - $24,793
156 Added 32.43%
637 $97,000
Q1 2024

Aug 07, 2025
SELL
$145.61 - $158.81 $10,047 - $10,957
-69 Reduced 12.55%
481 $76,000
Q1 2024

May 09, 2024
SELL
$145.61 - $158.81 $10,047 - $10,957
-69 Reduced 12.55%
481 $76,000
Q4 2023

Aug 07, 2025
SELL
$125.51 - $158.2 $2,886 - $3,638
-23 Reduced 4.01%
550 $85,000
Q4 2023

Feb 29, 2024
BUY
$125.51 - $158.2 $8,660 - $10,915
69 Added 14.35%
550 $85,000
Q4 2023

Feb 08, 2024
SELL
$125.51 - $158.2 $8,660 - $10,915
-69 Reduced 12.55%
481 $74,000
Q3 2023

Aug 07, 2025
SELL
$133.8 - $151.24 $3,077 - $3,478
-23 Reduced 4.01%
550 $74,000
Q4 2022

Feb 03, 2023
SELL
$131.32 - $149.64 $40,315 - $45,939
-307 Reduced 35.82%
550 $76,000
Q3 2022

Nov 04, 2022
BUY
$128.93 - $159.38 $39,581 - $48,929
307 Added 55.82%
857 $110,000
Q2 2021

Jul 30, 2021
BUY
$156.91 - $173.97 $10,826 - $12,003
69 Added 14.35%
550 $91,000
Q3 2020

Nov 04, 2020
BUY
$91.58 - $108.28 $3,480 - $4,114
38 Added 8.58%
481 $48,000
Q3 2017

Nov 15, 2017
BUY
$121.64 - $124.12 $53,886 - $54,985
443
443 $55,000

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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