Wingate Wealth Advisors, Inc. Ishares Russell2000 Val ETF Transaction History

Wingate Wealth Advisors, Inc.

  • $86.9 Billion
  • Q1 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 1,453 shares of IWN stock, worth $222,323. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,453
Previous 1,449 0.28%
Holding current value
$222,323
Previous $238 Million 7.73%
% of portfolio
0.25%
Previous 0.23%

Shares

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

Apr 23, 2025
BUY
$149.27 - $169.4 $597 - $677
4 Added 0.28%
1,453 $219 Million
Q4 2024

Jan 28, 2025
BUY
$162.69 - $181.35 $235,737 - $262,776
1,449 New
1,449 $238 Million

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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