Institute For Wealth Management, Llc. Ishares Russell2000 Val ETF Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,476 shares of IWN stock, worth $257,812. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,476
Holding current value
$257,812
% of portfolio
0.03%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$157.1 - $178.94 $231,879 - $264,115
1,476 New
1,476 $260,000
Q1 2024

Apr 30, 2024
BUY
$145.61 - $158.81 $303,596 - $331,118
2,085 Added 273.98%
2,846 $451,000
Q4 2023

Jan 31, 2024
SELL
$125.51 - $158.2 $602,448 - $759,360
-4,800 Reduced 86.32%
761 $118,000
Q3 2023

Oct 13, 2023
BUY
$133.8 - $151.24 $267,600 - $302,480
2,000 Added 56.16%
5,561 $753,000
Q2 2023

Jul 25, 2023
BUY
$128.93 - $142.33 $128,930 - $142,330
1,000 Added 39.05%
3,561 $501,000
Q1 2023

Apr 20, 2023
SELL
$130.78 - $156.96 $261,560 - $313,920
-2,000 Reduced 43.85%
2,561 $350,000
Q4 2022

Feb 02, 2023
BUY
$131.32 - $149.64 $131,320 - $149,640
1,000 Added 28.08%
4,561 $632,000
Q3 2022

Oct 18, 2022
SELL
$128.93 - $159.38 $128,930 - $159,380
-1,000 Reduced 21.93%
3,561 $459,000
Q2 2022

Jul 25, 2022
SELL
$134.47 - $162.71 $605,115 - $732,195
-4,500 Reduced 49.66%
4,561 $621,000
Q1 2022

Apr 29, 2022
BUY
$151.25 - $169.21 $1.13 Million - $1.27 Million
7,500 Added 480.46%
9,061 $1.46 Million
Q4 2021

Jan 21, 2022
BUY
$157.31 - $176.88 $245,560 - $276,109
1,561 New
1,561 $259,000
Q3 2021

Nov 15, 2021
SELL
$152.99 - $167.43 $246,466 - $269,729
-1,611 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$156.91 - $173.97 $47,073 - $52,191
300 Added 22.88%
1,611 $267,000
Q1 2021

May 04, 2021
SELL
$130.0 - $169.53 $250,900 - $327,192
-1,930 Reduced 59.55%
1,311 $209,000
Q4 2020

Feb 01, 2021
BUY
$100.9 - $132.3 $327,016 - $428,784
3,241 New
3,241 $427,000
Q2 2020

Jul 30, 2020
SELL
$74.44 - $109.12 $266,792 - $391,086
-3,584 Closed
0 $0
Q1 2020

Apr 29, 2020
BUY
$71.79 - $129.5 $3,230 - $5,827
45 Added 1.27%
3,584 $294,000
Q4 2019

Feb 27, 2020
BUY
$115.48 - $129.0 $356,140 - $397,836
3,084 Added 677.8%
3,539 $455,000
Q4 2019

Jan 27, 2020
BUY
$115.48 - $129.0 $52,543 - $58,695
455 New
455 $455,000

Others Institutions Holding IWN

# of Institutions
1,124
Shares Held
54.4M
Call Options Held
154K
Put Options Held
25.3K
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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