Live Oak Private Wealth LLC Ishares Russell2000 Val ETF Transaction History

Live Oak Private Wealth LLC

  • $691 Million
  • Q3 2025

A detailed history of Live Oak Private Wealth LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 1,438 shares of IWN stock, worth $251,175. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,438
Previous 1,438 -0.0%
Holding current value
$251,175
Previous $226,000 12.39%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
BUY
$125.51 - $158.2 $180,483 - $227,491
1,438 New
1,438 $223,000
Q2 2023

Aug 07, 2023
BUY
$128.93 - $142.33 $185,401 - $204,670
1,438 New
1,438 $202,000

Others Institutions Holding IWN

# of Institutions
1,122
Shares Held
54.4M
Call Options Held
152K
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
Track This Portfolio

Track Live Oak Private Wealth LLC Portfolio

Follow Live Oak Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Live Oak Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Live Oak Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email