Morris Capital Advisors, LLC Ishares Russell2000 Val ETF Transaction History

Morris Capital Advisors, LLC

  • $106 Million
  • Q3 2022

A detailed history of Morris Capital Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Morris Capital Advisors, LLC holds 3,153 shares of IWN stock, worth $481,620. This represents 0.38% of its overall portfolio holdings.

Number of Shares
3,153
Previous 3,153 -0.0%
Holding current value
$481,620
Previous $429,000 5.13%
% of portfolio
0.38%
Previous 0.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 09, 2022
BUY
$151.25 - $169.21 $18,452 - $20,643
122 Added 4.03%
3,153 $509,000
Q4 2021

Feb 09, 2022
SELL
$157.31 - $176.88 $619,644 - $696,730
-3,939 Reduced 56.51%
3,031 $503,000
Q1 2021

Apr 16, 2021
SELL
$130.0 - $169.53 $169,000 - $220,389
-1,300 Reduced 15.72%
6,970 $1.11 Million
Q4 2020

Jan 19, 2021
BUY
$100.9 - $132.3 $834,443 - $1.09 Million
8,270 New
8,270 $1.09 Million

Others Institutions Holding IWN

# of Institutions
1,149
Shares Held
60.4M
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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