Lwm Advisors Inc Ishares Russell2000 Val ETF Transaction History

Lwm Advisors Inc

  • $111 Billion
  • Q3 2025

A detailed history of Lwm Advisors Inc transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Lwm Advisors Inc holds 37,400 shares of IWN stock, worth $6.53 Million. This represents 5.94% of its overall portfolio holdings.

Number of Shares
37,400
Previous 36,227 3.24%
Holding current value
$6.53 Million
Previous $5.72 Billion 15.7%
% of portfolio
5.94%
Previous 5.5%

Shares

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

Oct 06, 2025
BUY
$157.1 - $178.94 $184,278 - $209,896
1,173 Added 3.24%
37,400 $6.61 Billion
Q2 2025

Jul 07, 2025
SELL
$131.84 - $157.76 $50,362 - $60,264
-382 Reduced 1.04%
36,227 $5.72 Billion
Q1 2025

May 13, 2025
BUY
$149.27 - $169.4 $64,186 - $72,842
430 Added 1.19%
36,609 $5.46 Billion
Q4 2024

May 13, 2025
BUY
$162.69 - $181.35 $5.89 Million - $6.56 Million
36,179 New
36,179 $5.94 Billion

Others Institutions Holding IWN

# of Institutions
1,125
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
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