Laurel Wealth Advisors LLC Ishares Russell2000 Val ETF Transaction History

Laurel Wealth Advisors LLC

$624 Million
Q1 2025

A detailed history of Laurel Wealth Advisors LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Laurel Wealth Advisors LLC holds 1,553 shares of IWN stock, worth $216,379. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,553

Previous 1,553 -0.0%

Holding current value

$216,379

Previous $254,000 7.87%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$150.05 - $171.34 $5,551 - $6,339	37 Added 2.44%	1,553 $259,000
Q1 2024 May 13, 2024	BUY	$145.61 - $158.81 $13,978 - $15,245	96 Added 6.76%	1,516 $240,000
Q4 2022 Feb 07, 2023	BUY	$131.32 - $149.64 $131 - $149	1 Added 0.07%	1,420 $196,000
Q4 2021 Feb 01, 2022	SELL	$157.31 - $176.88 $4,719 - $5,306	-30 Reduced 2.07%	1,419 $236,000
Q1 2021 May 04, 2021	BUY	$130.0 - $169.53 $260 - $339	2 Added 0.14%	1,449 $231,000
Q4 2020 Feb 04, 2021	BUY	$100.9 - $132.3 $605 - $793	6 Added 0.42%	1,447 $191,000
Q3 2020 Nov 10, 2020	BUY	$91.58 - $108.28 $549 - $649	6 Added 0.42%	1,441 $143,000
Q4 2019 Jan 31, 2020	SELL	$115.48 - $129.0 $24,250 - $27,090	-210 Reduced 12.77%	1,435 $184,000
Q4 2018 Feb 08, 2019	BUY	$102.04 - $131.92 $167,855 - $217,008	1,645 New	1,645 $177,000

Others Institutions Holding IWN

# of Institutions

1,140

Shares Held

60.3M

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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Laurel Wealth Advisors LLC Ishares Russell2000 Val ETF Transaction History