Moisand Fitzgerald Tamayo, LLC Ishares Russell2000 Val ETF Transaction History

Moisand Fitzgerald Tamayo, LLC

  • $702 Million
  • Q3 2024

A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 1,757 shares of IWN stock, worth $294,244. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,757
Previous 1,757 -0.0%
Holding current value
$294,244
Previous $267,000 9.74%
% of portfolio
0.04%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 20, 2023
SELL
$133.8 - $151.24 $11,774 - $13,309
-88 Reduced 4.77%
1,757 $238,000
Q2 2022

Aug 01, 2022
BUY
$134.47 - $162.71 $38,055 - $46,046
283 Added 18.12%
1,845 $251,000
Q1 2022

Apr 29, 2022
SELL
$151.25 - $169.21 $42,803 - $47,886
-283 Reduced 15.34%
1,562 $252,000
Q3 2021

Nov 01, 2021
SELL
$152.99 - $167.43 $14,840 - $16,240
-97 Reduced 4.99%
1,845 $296,000
Q2 2021

Aug 03, 2021
BUY
$156.91 - $173.97 $9,728 - $10,786
62 Added 3.3%
1,942 $322,000
Q1 2021

May 03, 2021
SELL
$130.0 - $169.53 $10,010 - $13,053
-77 Reduced 3.93%
1,880 $300,000
Q4 2020

Feb 02, 2021
SELL
$100.9 - $132.3 $4,237 - $5,556
-42 Reduced 2.1%
1,957 $258,000
Q3 2018

Nov 09, 2018
SELL
$132.46 - $137.1 $5,695 - $5,895
-43 Reduced 2.11%
1,999 $266,000
Q2 2018

Aug 08, 2018
SELL
$119.36 - $135.64 $15,278 - $17,361
-128 Reduced 5.9%
2,042 $269,000
Q1 2018

Apr 30, 2018
SELL
$118.48 - $130.86 $2,251 - $2,486
-19 Reduced 0.87%
2,170 $264,000
Q4 2017

Jan 23, 2018
SELL
$121.05 - $128.04 $3,631 - $3,841
-30 Reduced 1.35%
2,189 $275,000
Q2 2017

Aug 08, 2017
BUY
N/A
2,219
2,219 $264,000

Others Institutions Holding IWN

# of Institutions
1,075
Shares Held
59.3M
Call Options Held
707K
Put Options Held
207K
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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