Yardley Wealth Management LLC Ishares Russell2000 Val ETF Transaction History

Yardley Wealth Management LLC

  • $206 Million
  • Q4 2024

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 7,638 shares of IWN stock, worth $1.07 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
7,638
Previous 3,275 133.22%
Holding current value
$1.07 Million
Previous $546,000 130.04%
% of portfolio
0.61%
Previous 0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,140
Shares Held
61.5M
Call Options Held
540K
Put Options Held
149K
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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