Grand Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Grand Wealth Management, LLC

  • $171 Million
  • Q3 2024

A detailed history of Grand Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Grand Wealth Management, LLC holds 868 shares of IWN stock, worth $146,067. This represents 0.08% of its overall portfolio holdings.

Number of Shares
868
Previous 868 -0.0%
Holding current value
$146,067
Previous $132,000 9.09%
% of portfolio
0.08%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$146.03 - $158.93 $25,993 - $28,289
-178 Reduced 17.02%
868 $132,000
Q4 2023

Jan 29, 2024
SELL
$125.51 - $158.2 $1,129 - $1,423
-9 Reduced 0.85%
1,046 $162,000
Q3 2023

Nov 09, 2023
SELL
$133.8 - $151.24 $8,563 - $9,679
-64 Reduced 5.72%
1,055 $143,000
Q3 2022

Nov 08, 2022
BUY
$128.93 - $159.38 $8,122 - $10,040
63 Added 5.97%
1,119 $144,000
Q4 2021

Aug 25, 2022
BUY
$157.31 - $176.88 $166,119 - $186,785
1,056 New
1,056 $175,000

Others Institutions Holding IWN

# of Institutions
1,070
Shares Held
58.8M
Call Options Held
707K
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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