Valley Forge Investment Consultants Inc Adv Ishares Russell2000 Val ETF Transaction History

Valley Forge Investment Consultants Inc Adv

  • $280 Million
  • Q1 2025

A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 2,239 shares of IWN stock, worth $342,589. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,239
Previous 2,232 0.31%
Holding current value
$342,589
Previous $366,000 7.65%
% of portfolio
0.12%
Previous 0.13%

Shares

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

May 08, 2025
BUY
$149.27 - $169.4 $1,044 - $1,185
7 Added 0.31%
2,239 $338,000
Q4 2024

Feb 12, 2025
BUY
$162.69 - $181.35 $1,789 - $1,994
11 Added 0.5%
2,232 $366,000
Q3 2024

Nov 14, 2024
BUY
$150.05 - $171.34 $1,800 - $2,056
12 Added 0.54%
2,221 $370,000
Q2 2024

Aug 09, 2024
BUY
$146.03 - $158.93 $1,460 - $1,589
10 Added 0.45%
2,209 $336,000
Q1 2024

Apr 30, 2024
BUY
$145.61 - $158.81 $1,164 - $1,270
8 Added 0.37%
2,199 $349,000
Q4 2023

Feb 09, 2024
BUY
$125.51 - $158.2 $3,388 - $4,271
27 Added 1.25%
2,191 $340,000
Q2 2023

Aug 01, 2023
BUY
$128.93 - $142.33 $1,289 - $1,423
10 Added 0.46%
2,164 $304,000
Q1 2023

May 08, 2023
BUY
$130.78 - $156.96 $1,438 - $1,726
11 Added 0.51%
2,154 $295,000
Q4 2020

Feb 04, 2021
BUY
$100.9 - $132.3 $216,228 - $283,518
2,143 New
2,143 $282,000

Others Institutions Holding IWN

# of Institutions
1,098
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
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