Lgt Financial Advisors LLC Ishares Russell2000 Val ETF Transaction History

Lgt Financial Advisors LLC

$46.4 Billion
Q3 2025

A detailed history of Lgt Financial Advisors LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 2,294 shares of IWN stock, worth $400,692. This represents 0.87% of its overall portfolio holdings.

Number of Shares

2,294

Previous 2,284 0.44%

Holding current value

$400,692

Previous $360 Million 12.59%

% of portfolio

0.87%

Previous 0.91%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	BUY	$157.1 - $178.94 $1,571 - $1,789	10 Added 0.44%	2,294 $406 Million
Q2 2025 Jul 30, 2025	BUY	$131.84 - $157.76 $1,450 - $1,735	11 Added 0.48%	2,284 $360 Million
Q1 2025 May 08, 2025	SELL	$149.27 - $169.4 $15,822 - $17,956	-106 Reduced 4.46%	2,273 $343 Million
Q4 2024 Feb 14, 2025	BUY	$162.69 - $181.35 $2,114 - $2,357	13 Added 0.55%	2,379 $390 Million
Q3 2024 Oct 31, 2024	SELL	$150.05 - $171.34 $18,306 - $20,903	-122 Reduced 4.9%	2,366 $395 Million

Q2 2024 Aug 05, 2024	SELL	$146.03 - $158.93 $30,812 - $33,534	-211 Reduced 7.82%	2,488 $379 Million
Q1 2024 May 02, 2024	BUY	$145.61 - $158.81 $1,456 - $1,588	10 Added 0.37%	2,699 $429 Million
Q4 2023 Feb 12, 2024	SELL	$125.51 - $158.2 $6,777 - $8,542	-54 Reduced 1.97%	2,689 $418 Million
Q3 2023 Nov 01, 2023	SELL	$133.8 - $151.24 $47,766 - $53,992	-357 Reduced 11.52%	2,743 $372 Million
Q2 2023 Aug 14, 2023	BUY	$128.93 - $142.33 $399,683 - $441,223	3,100 New	3,100 $436 Million
Q4 2022 Feb 14, 2023	BUY	$131.32 - $149.64 $403,677 - $459,993	3,074 New	3,074 $426 Million

Others Institutions Holding IWN

# of Institutions

1,125

Shares Held

54.4M

Call Options Held

152K

Put Options Held

25.3K

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About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

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Lgt Financial Advisors LLC Ishares Russell2000 Val ETF Transaction History