Western Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Western Wealth Management, LLC

  • $1.27 Billion
  • Q1 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 2,981 shares of IWN stock, worth $447,299. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,981
Previous 3,103 3.93%
Holding current value
$447,299
Previous $481,000 1.66%
% of portfolio
0.04%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$132.98 - $159.38 $11,436 - $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
1,011
Shares Held
59.9M
Call Options Held
468K
Put Options Held
254K
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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