Visionary Wealth Advisors Ishares Russell2000 Val ETF Transaction History

Visionary Wealth Advisors

$1.47 Billion
Q2 2024

A detailed history of Visionary Wealth Advisors transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Visionary Wealth Advisors holds 18,775 shares of IWN stock, worth $3.32 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

18,775

Previous 18,535 1.29%

Holding current value

$3.32 Million

Previous $2.94 Million 2.85%

% of portfolio

0.19%

Previous 0.2%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$146.03 - $158.93 $35,047 - $38,143	240 Added 1.29%	18,775 $2.86 Million
Q1 2024 May 15, 2024	SELL	$145.61 - $158.81 $125,515 - $136,894	-862 Reduced 4.44%	18,535 $2.94 Million
Q4 2023 Feb 14, 2024	BUY	$125.51 - $158.2 $956,009 - $1.21 Million	7,617 Added 64.66%	19,397 $3.01 Million
Q3 2023 Nov 13, 2023	BUY	$133.8 - $151.24 $27,562 - $31,155	206 Added 1.78%	11,780 $1.6 Million
Q2 2023 Aug 11, 2023	SELL	$128.93 - $142.33 $23,078 - $25,477	-179 Reduced 1.52%	11,574 $1.63 Million
Q1 2023 May 15, 2023	BUY	$130.78 - $156.96 $26,286 - $31,548	201 Added 1.74%	11,753 $1.61 Million
Q4 2022 Feb 13, 2023	BUY	$131.32 - $149.64 $511,228 - $582,548	3,893 Added 50.83%	11,552 $1.6 Million
Q3 2022 Nov 14, 2022	SELL	$128.93 - $159.38 $182,564 - $225,682	-1,416 Reduced 15.6%	7,659 $987,000
Q2 2022 Aug 12, 2022	BUY	$134.47 - $162.71 $45,316 - $54,833	337 Added 3.86%	9,075 $1.24 Million
Q1 2022 May 12, 2022	BUY	$151.25 - $169.21 $171,517 - $191,884	1,134 Added 14.91%	8,738 $1.41 Million
Q4 2021 Feb 14, 2022	BUY	$157.31 - $176.88 $190,345 - $214,024	1,210 Added 18.92%	7,604 $1.26 Million
Q3 2021 Nov 12, 2021	BUY	$152.99 - $167.43 $74,047 - $81,036	484 Added 8.19%	6,394 $1.03 Million
Q2 2021 Aug 13, 2021	BUY	$156.91 - $173.97 $62,136 - $68,892	396 Added 7.18%	5,910 $980,000
Q1 2021 May 18, 2021	BUY	$130.0 - $169.53 $25,090 - $32,719	193 Added 3.63%	5,514 $879,000
Q4 2020 Feb 16, 2021	BUY	$100.9 - $132.3 $1,109 - $1,455	11 Added 0.21%	5,321 $701,000
Q3 2020 Nov 16, 2020	BUY	$91.58 - $108.28 $486,289 - $574,966	5,310 New	5,310 $527,000

Others Institutions Holding IWN

# of Institutions

1,021

Shares Held

61.2M

Call Options Held

840K

Put Options Held

134K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

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Visionary Wealth Advisors Ishares Russell2000 Val ETF Transaction History