Mayflower Financial Advisors, LLC Ishares Russell2000 Val ETF Transaction History

Mayflower Financial Advisors, LLC

$638 Million
Q4 2024

A detailed history of Mayflower Financial Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Mayflower Financial Advisors, LLC holds 2,509 shares of IWN stock, worth $389,547. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,509

Previous 2,509 -0.0%

Holding current value

$389,547

Previous $418,000 1.67%

% of portfolio

0.06%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$145.61 - $158.81 $1,747 - $1,905	-12 Reduced 0.48%	2,509 $398,000
Q4 2023 Jan 22, 2024	SELL	$125.51 - $158.2 $11,546 - $14,554	-92 Reduced 3.52%	2,521 $391,000
Q3 2023 Oct 12, 2023	SELL	$133.8 - $151.24 $27,964 - $31,609	-209 Reduced 7.41%	2,613 $354,000
Q2 2023 Jul 13, 2023	SELL	$128.93 - $142.33 $3,223 - $3,558	-25 Reduced 0.88%	2,822 $397,000
Q1 2023 Apr 12, 2023	BUY	$130.78 - $156.96 $3,400 - $4,080	26 Added 0.92%	2,847 $390,000
Q4 2022 Jan 25, 2023	BUY	$131.32 - $149.64 $370,453 - $422,134	2,821 New	2,821 $0
Q3 2022 Oct 17, 2022	BUY	$128.93 - $159.38 $264,693 - $327,207	2,053 New	2,053 $265,000

Others Institutions Holding IWN

# of Institutions

1,150

Shares Held

60.2M

Call Options Held

540K

Put Options Held

149K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

More about IWN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mayflower Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mayflower Financial Advisors, LLC with notifications on news.

Account

Mayflower Financial Advisors, LLC Ishares Russell2000 Val ETF Transaction History