West Michigan Advisors, LLC Ishares Russell2000 Val ETF Transaction History

West Michigan Advisors, LLC

  • $300 Million
  • Q3 2024

A detailed history of West Michigan Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, West Michigan Advisors, LLC holds 1,658 shares of IWN stock, worth $272,575. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,658
Previous 1,658 -0.0%
Holding current value
$272,575
Previous $252,000 9.52%
% of portfolio
0.09%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
SELL
$146.03 - $158.93 $5,403 - $5,880
-37 Reduced 2.18%
1,658 $252,000
Q1 2024

May 14, 2024
SELL
$145.61 - $158.81 $19,366 - $21,121
-133 Reduced 7.28%
1,695 $269,000
Q4 2023

Feb 13, 2024
BUY
$125.51 - $158.2 $10,542 - $13,288
84 Added 4.82%
1,828 $283,000
Q3 2023

Nov 13, 2023
BUY
$133.8 - $151.24 $1,338 - $1,512
10 Added 0.58%
1,744 $236,000
Q1 2023

Apr 21, 2023
BUY
$130.78 - $156.96 $27,071 - $32,490
207 Added 13.56%
1,734 $237,000
Q4 2022

Feb 13, 2023
SELL
$131.32 - $149.64 $6,172 - $7,033
-47 Reduced 2.99%
1,527 $211,000
Q3 2022

Nov 14, 2022
BUY
$128.93 - $159.38 $2,320 - $2,868
18 Added 1.16%
1,574 $203,000
Q2 2022

Aug 15, 2022
SELL
$134.47 - $162.71 $72,210 - $87,375
-537 Reduced 25.66%
1,556 $212,000
Q1 2022

May 13, 2022
BUY
$151.25 - $169.21 $22,385 - $25,043
148 Added 7.61%
2,093 $338,000
Q4 2021

Feb 15, 2022
BUY
$157.31 - $176.88 $305,967 - $344,031
1,945 New
1,945 $323,000

Others Institutions Holding IWN

# of Institutions
1,051
Shares Held
58.9M
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
Track This Portfolio

Track West Michigan Advisors, LLC Portfolio

Follow West Michigan Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Michigan Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Michigan Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email