Wealth Plan Investment Management, LLC Ishares Russell2000 Val ETF Transaction History

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 6,873 shares of IWN stock, worth $1.19 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,873
Holding current value
$1.19 Million
% of portfolio
0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$150.05 - $171.34 $1.03 Million - $1.18 Million
6,873 New
6,873 $1.15 Million
Q3 2023

Nov 09, 2023
BUY
$133.8 - $151.24 $995,873 - $1.13 Million
7,443 New
7,443 $1.01 Million
Q4 2022

Feb 15, 2023
BUY
$131.32 - $149.64 $68,286 - $77,812
520 Added 7.34%
7,609 $1.06 Million
Q3 2022

Dec 12, 2022
BUY
$128.93 - $159.38 $108,687 - $134,357
843 Added 13.5%
7,089 $1.02 Million
Q1 2022

Sep 07, 2022
BUY
$151.25 - $169.21 $944,707 - $1.06 Million
6,246 New
6,246 $929,000

Others Institutions Holding IWN

# of Institutions
1,053
Shares Held
58.8M
Call Options Held
987K
Put Options Held
207K
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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