Goal Vest Advisory LLC Ishares Russell2000 Val ETF Transaction History

Goal Vest Advisory LLC

  • $352 Million
  • Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 72 shares of IWN stock, worth $11,023. This represents 0.0% of its overall portfolio holdings.

Number of Shares
72
Previous 72 -0.0%
Holding current value
$11,023
Previous $12,000 8.33%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$145.61 - $158.81 $10,483 - $11,434
72 New
72 $11,000
Q3 2023

Oct 10, 2023
BUY
$133.8 - $151.24 $13,380 - $15,124
100 New
100 $13,000
Q1 2023

Apr 03, 2023
BUY
$130.78 - $156.96 $1,307 - $1,569
10 New
10 $1,000
Q3 2022

Oct 11, 2022
BUY
$128.93 - $159.38 $6,188 - $7,650
48 New
48 $6,000
Q2 2022

Jul 06, 2022
SELL
$134.47 - $162.71 $3,496 - $4,230
-26 Closed
0 $0
Q1 2022

May 03, 2022
BUY
$151.25 - $169.21 $3,781 - $4,230
25 Added 2500.0%
26 $4,000
Q2 2021

Sep 01, 2021
BUY
$156.91 - $173.97 $156 - $173
1 New
1 $0

Others Institutions Holding IWN

# of Institutions
1,150
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
Track This Portfolio

Track Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email