Mark Sheptoff Financial Planning, LLC Ishares Russell2000 Val ETF Transaction History

Mark Sheptoff Financial Planning, LLC

  • $182 Million
  • Q4 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 54 shares of IWN stock, worth $7,705. This represents 0.0% of its overall portfolio holdings.

Number of Shares
54
Previous 24 125.0%
Holding current value
$7,705
Previous $4,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$162.69 - $181.35 $4,880 - $5,440
30 Added 125.0%
54 $8,000
Q3 2024

Nov 14, 2024
BUY
$150.05 - $171.34 $3,601 - $4,112
24 New
24 $4,000

Others Institutions Holding IWN

# of Institutions
1,139
Shares Held
61.5M
Call Options Held
540K
Put Options Held
149K
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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