Yardley Wealth Management LLC Ishares Russell2000 Val ETF Transaction History

Yardley Wealth Management LLC

  • $170 Million
  • Q1 2025

A detailed history of Yardley Wealth Management LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Yardley Wealth Management LLC holds 3,275 shares of IWN stock, worth $493,968. This represents 0.29% of its overall portfolio holdings.

Number of Shares
3,275
Previous 7,638 57.12%
Holding current value
$493,968
Previous $1.26 Million 60.67%
% of portfolio
0.29%
Previous 0.61%

Shares

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

Apr 25, 2025
SELL
$149.27 - $169.4 $651,265 - $739,092
-4,363 Reduced 57.12%
3,275 $494,000
Q4 2024

Feb 10, 2025
BUY
$162.69 - $181.35 $709,816 - $791,230
4,363 Added 133.22%
7,638 $1.26 Million
Q3 2024

Nov 08, 2024
BUY
$150.05 - $171.34 $491,413 - $561,138
3,275 New
3,275 $546,000

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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