Kovitz Investment Group Partners, LLC Ishares Russell2000 Val ETF Transaction History

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 68,394 shares of IWN stock, worth $11.9 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
68,394
Previous 69,138 1.08%
Holding current value
$11.9 Million
Previous $10.9 Million 10.86%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 10, 2025
SELL
$157.1 - $178.94 $116,882 - $133,131
-744 Reduced 1.08%
68,394 $12.1 Million
Q2 2025

Aug 14, 2025
BUY
$131.84 - $157.76 $635,336 - $760,245
4,819 Added 7.49%
69,138 $10.9 Million
Q1 2025

May 13, 2025
BUY
$149.27 - $169.4 $1.27 Million - $1.44 Million
8,521 Added 15.27%
64,319 $9.71 Million
Q4 2024

Aug 25, 2025
SELL
$162.69 - $181.35 $198,481 - $221,247
-1,220 Reduced 1.76%
67,918 $11.2 Million
Q4 2024

Feb 14, 2025
SELL
$162.69 - $181.35 $1.62 Million - $1.8 Million
-9,952 Reduced 15.14%
55,798 $9.16 Million
Q3 2024

Nov 14, 2024
SELL
$150.05 - $171.34 $621,957 - $710,204
-4,145 Reduced 5.93%
65,750 $11 Million
Q2 2024

Aug 14, 2024
BUY
$146.03 - $158.93 $8.75 Million - $9.52 Million
59,910 Added 600.0%
69,895 $10.6 Million
Q1 2024

May 14, 2024
BUY
$145.61 - $158.81 $14,269 - $15,563
98 Added 0.99%
9,985 $1.59 Million
Q4 2023

Feb 07, 2024
BUY
$125.51 - $158.2 $17,069 - $21,515
136 Added 1.39%
9,887 $1.54 Million
Q3 2023

Nov 09, 2023
SELL
$133.8 - $151.24 $25,555 - $28,886
-191 Reduced 1.92%
9,751 $1.32 Million
Q2 2023

Aug 08, 2023
BUY
$128.93 - $142.33 $105,464 - $116,425
818 Added 8.97%
9,942 $1.4 Million
Q1 2023

May 11, 2023
BUY
$130.78 - $156.96 $42,634 - $51,168
326 Added 3.71%
9,124 $1.25 Million
Q4 2022

Jan 19, 2023
SELL
$131.32 - $149.64 $5,778 - $6,584
-44 Reduced 0.5%
8,798 $1.22 Million
Q3 2022

Nov 09, 2022
SELL
$128.93 - $159.38 $15,471 - $19,125
-120 Reduced 1.34%
8,842 $1.14 Million
Q2 2022

Aug 02, 2022
SELL
$134.47 - $162.71 $71,538 - $86,561
-532 Reduced 5.6%
8,962 $1.22 Million
Q1 2022

Apr 22, 2022
BUY
$151.25 - $169.21 $578,682 - $647,397
3,826 Added 67.5%
9,494 $1.53 Million
Q4 2021

Feb 04, 2022
BUY
$157.31 - $176.88 $385,881 - $433,886
2,453 Added 76.3%
5,668 $747,000
Q3 2021

Oct 28, 2021
SELL
$152.99 - $167.43 $120,556 - $131,934
-788 Reduced 19.69%
3,215 $515,000
Q2 2021

Aug 04, 2021
SELL
$156.91 - $173.97 $123,331 - $136,740
-786 Reduced 16.41%
4,003 $664,000
Q1 2021

May 06, 2021
SELL
$130.0 - $169.53 $85,020 - $110,872
-654 Reduced 12.02%
4,789 $764,000
Q4 2020

Feb 12, 2021
SELL
$100.9 - $132.3 $36,626 - $48,024
-363 Reduced 6.25%
5,443 $717,000
Q3 2020

Nov 10, 2020
SELL
$91.58 - $108.28 $8,242 - $9,745
-90 Reduced 1.53%
5,806 $577,000
Q2 2020

Aug 12, 2020
SELL
$74.44 - $109.12 $373,316 - $547,236
-5,015 Reduced 45.96%
5,896 $575,000
Q1 2020

May 15, 2020
SELL
$71.79 - $129.5 $39,484 - $71,225
-550 Reduced 4.8%
10,911 $895,000
Q4 2019

Feb 13, 2020
SELL
$115.48 - $129.0 $1,154 - $1,290
-10 Reduced 0.09%
11,461 $1.47 Million
Q3 2019

Nov 14, 2019
SELL
$110.84 - $123.96 $26,601 - $29,750
-240 Reduced 2.05%
11,471 $1.37 Million
Q2 2019

Aug 14, 2019
BUY
$114.14 - $126.06 $4,223 - $4,664
37 Added 0.32%
11,711 $1.41 Million
Q1 2019

May 15, 2019
BUY
$107.18 - $125.8 $1.25 Million - $1.47 Million
11,674 New
11,674 $1.4 Million
Q2 2018

Aug 14, 2018
SELL
$119.36 - $135.64 $242,181 - $275,213
-2,029 Closed
0 $0
Q4 2017

Feb 14, 2018
BUY
$121.05 - $128.04 $245,610 - $259,793
2,029
2,029 $255,000

Others Institutions Holding IWN

# of Institutions
1,133
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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