Western Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Western Wealth Management, LLC

  • $1.72 Billion
  • Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Western Wealth Management, LLC holds 3,877 shares of IWN stock, worth $637,378. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,877
Previous 3,379 14.74%
Holding current value
$637,378
Previous $514,000 25.68%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2024
BUY
$150.05 - $171.34 $74,724 - $85,327
498 Added 14.74%
3,877 $646,000
Q2 2024

Jul 19, 2024
BUY
$146.03 - $158.93 $58,119 - $63,254
398 Added 13.35%
3,379 $514,000
Q1 2024

May 02, 2024
SELL
$145.61 - $158.81 $17,764 - $19,374
-122 Reduced 3.93%
2,981 $473,000
Q4 2023

Jan 31, 2024
BUY
$125.51 - $158.2 $194,917 - $245,684
1,553 Added 100.19%
3,103 $481,000
Q3 2023

Nov 07, 2023
BUY
$133.8 - $151.24 $207,390 - $234,422
1,550 New
1,550 $210,000
Q3 2022

Nov 04, 2022
BUY
$128.93 - $159.38 $11,087 - $13,706
86 Added 4.78%
1,885 $242,000
Q2 2022

Jul 18, 2022
BUY
$134.47 - $162.71 $14,522 - $17,572
108 Added 6.39%
1,799 $244,000
Q1 2022

May 10, 2022
BUY
$151.25 - $169.21 $255,763 - $286,134
1,691 New
1,691 $273,000
Q4 2021

Feb 14, 2022
SELL
$157.31 - $176.88 $222,279 - $249,931
-1,413 Closed
0 $0
Q1 2021

May 14, 2021
BUY
$130.0 - $169.53 $183,690 - $239,545
1,413 New
1,413 $225,000
Q1 2020

Apr 27, 2020
SELL
$71.79 - $129.5 $139,918 - $252,395
-1,949 Closed
0 $0
Q4 2019

Feb 10, 2020
BUY
$115.48 - $129.0 $225,070 - $251,421
1,949 New
1,949 $251,000

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
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