Westside Investment Management, Inc. Ishares Russell2000 Val ETF Transaction History

Westside Investment Management, Inc.

  • $469 Billion
  • Q1 2025

A detailed history of Westside Investment Management, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Westside Investment Management, Inc. holds 905 shares of IWN stock, worth $136,501. This represents 0.03% of its overall portfolio holdings.

Number of Shares
905
Previous 839 7.87%
Holding current value
$136,501
Previous $138 Million 0.8%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$149.27 - $169.4 $9,851 - $11,180
66 Added 7.87%
905 $137 Million
Q3 2024

Nov 20, 2024
BUY
$150.05 - $171.34 $5,101 - $5,825
34 Added 4.22%
839 $140 Million
Q2 2024

Jul 17, 2024
BUY
$146.03 - $158.93 $35,777 - $38,937
245 Added 43.75%
805 $123 Million
Q1 2024

Apr 19, 2024
BUY
$145.61 - $158.81 $3,640 - $3,970
25 Added 4.67%
560 $88.9 Million
Q2 2023

Jul 14, 2023
BUY
$128.93 - $142.33 $15,471 - $17,079
120 Added 28.92%
535 $75.3 Million
Q1 2023

May 17, 2023
BUY
$130.78 - $156.96 $23,540 - $28,252
180 Added 76.6%
415 $56.9 Million
Q4 2022

Jan 31, 2023
BUY
$131.32 - $149.64 $26,264 - $29,927
200 Added 571.43%
235 $32,000
Q3 2022

Nov 09, 2022
BUY
$128.93 - $159.38 $4,512 - $5,578
35 New
35 $4,000
Q1 2020

Apr 16, 2020
SELL
$71.79 - $129.5 $43,576 - $78,606
-607 Closed
0 $0
Q4 2018

Feb 05, 2019
SELL
$102.04 - $131.92 $236,630 - $305,922
-2,319 Reduced 79.25%
607 $65,000
Q3 2018

Nov 08, 2018
BUY
$132.46 - $137.1 $307,174 - $317,934
2,319 Added 382.04%
2,926 $440 Million
Q2 2017

Sep 14, 2017
BUY
N/A
407 Added 203.5%
607 $0
Q2 2017

Aug 15, 2017
BUY
N/A
200
200 $0

Others Institutions Holding IWN

# of Institutions
1,097
Shares Held
59.9M
Call Options Held
453K
Put Options Held
29.6K
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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