York Bridge Wealth Partners, LLC Ishares Russell2000 Val ETF Transaction History

York Bridge Wealth Partners, LLC

  • $394 Million
  • Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 3,503 shares of IWN stock, worth $600,274. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,503
Previous 3,503 -0.0%
Holding current value
$600,274
Previous $452,000 7.3%
% of portfolio
0.12%
Previous 0.12%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 18, 2022
SELL
$128.93 - $159.38 $92,184 - $113,956
-715 Reduced 16.95%
3,503 $452,000
Q1 2022

Apr 15, 2022
SELL
$151.25 - $169.21 $6,806 - $7,614
-45 Reduced 1.06%
4,218 $681,000
Q2 2021

Jul 22, 2021
BUY
$156.91 - $173.97 $5,021 - $5,567
32 Added 0.76%
4,263 $707,000
Q1 2021

Apr 15, 2021
BUY
$130.0 - $169.53 $92,950 - $121,213
715 Added 20.34%
4,231 $675,000
Q2 2020

Jul 20, 2020
SELL
$74.44 - $109.12 $3,349 - $4,910
-45 Reduced 1.26%
3,516 $343,000
Q1 2019

May 09, 2019
BUY
$107.18 - $125.8 $364,412 - $427,720
3,400 Added 2111.8%
3,561 $427,000
Q4 2018

Feb 14, 2019
BUY
$102.04 - $131.92 $1,530 - $1,978
15 Added 10.27%
161 $17,000
Q3 2018

Nov 14, 2018
SELL
$132.46 - $137.1 $1,986 - $2,056
-15 Reduced 9.32%
146 $19,000
Q1 2018

May 15, 2018
SELL
$118.48 - $130.86 $7,227 - $7,982
-61 Reduced 27.48%
161 $20,000
Q4 2017

Feb 12, 2018
SELL
$121.05 - $128.04 $5,447 - $5,761
-45 Reduced 16.85%
222 $27,000
Q3 2017

Oct 27, 2017
SELL
$121.64 - $124.12 $12,164 - $12,412
-100 Reduced 27.25%
267 $33,000
Q2 2017

Aug 14, 2017
BUY
N/A
367
367 $44,000

Others Institutions Holding IWN

# of Institutions
1,052
Shares Held
59M
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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