Triad Wealth Partners, LLC Ishares Russell2000 Val ETF Transaction History

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 2025

A detailed history of Triad Wealth Partners, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 2,204 shares of IWN stock, worth $354,998. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,204
Previous 2,640 16.52%
Holding current value
$354,998
Previous $399 Million 12.77%
% of portfolio
0.07%
Previous 0.12%

Shares

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

Jul 21, 2025
SELL
$131.84 - $157.76 $57,482 - $68,783
-436 Reduced 16.52%
2,204 $348 Million
Q1 2025

May 14, 2025
BUY
$149.27 - $169.4 $18,658 - $21,175
125 Added 4.97%
2,640 $399 Million
Q4 2024

Feb 06, 2025
BUY
$162.69 - $181.35 $409,165 - $456,095
2,515 New
2,515 $413 Million
Q2 2024

Jul 18, 2024
BUY
$146.03 - $158.93 $36,507 - $39,732
250 New
250 $38.1 Million

Others Institutions Holding IWN

# of Institutions
1,087
Shares Held
58.9M
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
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