Investment Advisory Group, LLC Ishares Russell2000 Val ETF Transaction History

Investment Advisory Group, LLC

  • $371 Million
  • Q4 2025

A detailed history of Investment Advisory Group, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Investment Advisory Group, LLC holds 1,985 shares of IWN stock, worth $346,719. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,985
Previous 1,295 53.28%
Holding current value
$346,719
Previous $228,000 51.75%
% of portfolio
0.09%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$172.34 - $181.51 $118,914 - $125,241
690 Added 53.28%
1,985 $346,000
Q3 2025

Nov 03, 2025
SELL
$157.1 - $178.94 $1,256 - $1,431
-8 Reduced 0.61%
1,295 $228,000
Q2 2025

Jul 25, 2025
BUY
$131.84 - $157.76 $171,787 - $205,561
1,303 New
1,303 $205,000
Q2 2023

Jul 17, 2023
SELL
$128.93 - $142.33 $111,524 - $123,115
-865 Reduced 31.68%
1,865 $262,000
Q1 2023

May 02, 2023
SELL
$130.78 - $156.96 $17,524 - $21,032
-134 Reduced 4.68%
2,730 $374,000
Q4 2022

Jan 19, 2023
SELL
$131.32 - $149.64 $11,687 - $13,317
-89 Reduced 3.01%
2,864 $0
Q3 2022

Oct 24, 2022
SELL
$128.93 - $159.38 $2,836 - $3,506
-22 Reduced 0.74%
2,953 $381,000
Q2 2022

Jul 18, 2022
SELL
$134.47 - $162.71 $73,286 - $88,676
-545 Reduced 15.48%
2,975 $403,000
Q1 2022

Apr 29, 2022
BUY
$151.25 - $169.21 $151 - $169
1 Added 0.03%
3,520 $567,000
Q4 2021

Feb 11, 2022
BUY
$157.31 - $176.88 $553,573 - $622,440
3,519 New
3,519 $554,000

Others Institutions Holding IWN

# of Institutions
1,135
Shares Held
54M
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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