Brown Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Brown Wealth Management, LLC

  • $282 Billion
  • Q4 2024

A detailed history of Brown Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Brown Wealth Management, LLC holds 2,476 shares of IWN stock, worth $374,668. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,476
Previous 2,662 6.99%
Holding current value
$374,668
Previous $444 Million 8.46%
% of portfolio
0.14%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$162.69 - $181.35 $30,260 - $33,731
-186 Reduced 6.99%
2,476 $406 Million
Q3 2024

Nov 14, 2024
SELL
$150.05 - $171.34 $1,650 - $1,884
-11 Reduced 0.41%
2,662 $444 Million
Q2 2024

Aug 13, 2024
BUY
$146.03 - $158.93 $50,088 - $54,512
343 Added 14.72%
2,673 $407 Million
Q1 2024

May 13, 2024
BUY
$145.61 - $158.81 $436 - $476
3 Added 0.13%
2,330 $370 Million
Q4 2023

Feb 14, 2024
BUY
$125.51 - $158.2 $292,061 - $368,131
2,327 New
2,327 $361 Million
Q2 2023

Aug 08, 2023
BUY
$128.93 - $142.33 $323,227 - $356,821
2,507 New
2,507 $353 Million

Others Institutions Holding IWN

# of Institutions
1,149
Shares Held
60.4M
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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