Heritage Wealth Advisors Ishares Russell2000 Val ETF Transaction History

Heritage Wealth Advisors

$1.95 Billion
Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 4,000 shares of IWN stock, worth $604,880. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,000

Previous 4,000 -0.0%

Holding current value

$604,880

Previous $667,000 1.65%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$150.05 - $171.34 $9,003 - $10,280	-60 Reduced 1.48%	4,000 $667,000
Q2 2023 Dec 12, 2024	BUY	$128.93 - $142.33 $7,735 - $8,539	60 Added 1.5%	4,060 $571,000
Q3 2022 Dec 12, 2024	BUY	$128.93 - $159.38 $7,735 - $9,562	60 Added 1.5%	4,060 $523,000
Q3 2022 Nov 10, 2022	SELL	$128.93 - $159.38 $74,650 - $92,281	-579 Reduced 12.48%	4,060 $523,000
Q2 2020 Jul 17, 2020	BUY	$74.44 - $109.12 $20.6 Million - $30.2 Million	276,704 Added 5964.73%	281,343 $452,000
Q2 2020 Jul 17, 2020	SELL	$74.44 - $109.12 $20.6 Million - $30.2 Million	-276,704 Reduced 98.35%	4,639 $452,000
Q1 2020 May 05, 2020	SELL	$71.79 - $129.5 $2.51 Million - $4.53 Million	-34,949 Reduced 88.28%	4,639 $380,000
Q4 2019 Feb 04, 2020	SELL	$115.48 - $129.0 $138,460 - $154,671	-1,199 Reduced 2.94%	39,588 $5.09 Million
Q3 2019 Oct 30, 2019	SELL	$110.84 - $123.96 $133,894 - $149,743	-1,208 Reduced 2.88%	40,787 $4.87 Million
Q2 2019 Aug 05, 2019	BUY	$114.14 - $126.06 $529,495 - $584,792	4,639 Added 12.42%	41,995 $0
Q1 2019 May 06, 2019	SELL	$107.18 - $125.8 $84,457 - $99,130	-788 Reduced 2.07%	37,356 $0
Q4 2018 Jan 28, 2019	BUY	$102.04 - $131.92 $3.89 Million - $5.03 Million	38,144 New	38,144 $4.1 Million

Others Institutions Holding IWN

# of Institutions

1,148

Shares Held

60.2M

Call Options Held

540K

Put Options Held

149K

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About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

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Heritage Wealth Advisors Ishares Russell2000 Val ETF Transaction History