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 $275,841. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,658
Previous 1,695 2.18%
Holding current value
$275,841
Previous $269,000 6.32%
% of portfolio
0.08%
Previous 0.09%

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

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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