Mosaic Family Wealth Partners, LLC Ishares Russell2000 Val ETF Transaction History

Mosaic Family Wealth Partners, LLC

$693 Billion
Q4 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 2,745 shares of IWN stock, worth $425,557. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,745

Previous 2,843 3.45%

Holding current value

$425,557

Previous $474 Million 4.97%

% of portfolio

0.06%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$162.69 - $181.35 $15,943 - $17,772	-98 Reduced 3.45%	2,745 $451 Million
Q3 2024 Nov 13, 2024	BUY	$150.05 - $171.34 $5,101 - $5,825	34 Added 1.21%	2,843 $474 Million
Q2 2024 Aug 06, 2024	SELL	$146.03 - $158.93 $6,571 - $7,151	-45 Reduced 1.58%	2,809 $428 Million
Q1 2024 Jun 13, 2024	SELL	$145.61 - $158.81 $144,736 - $157,857	-994 Reduced 25.83%	2,854 $453 Million
Q4 2023 Jan 29, 2024	BUY	$125.51 - $158.2 $753 - $949	6 Added 0.16%	3,848 $598 Million
Q2 2023 Aug 08, 2023	SELL	$128.93 - $142.33 $12,764 - $14,090	-99 Reduced 2.51%	3,842 $541 Million
Q1 2023 Apr 10, 2023	BUY	$130.78 - $156.96 $392 - $470	3 Added 0.08%	3,941 $540 Million
Q4 2022 Feb 14, 2023	BUY	$131.32 - $149.64 $517,138 - $589,282	3,938 New	3,938 $546 Million

Others Institutions Holding IWN

# of Institutions

1,150

Shares Held

60.4M

Call Options Held

540K

Put Options Held

149K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

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Mosaic Family Wealth Partners, LLC Ishares Russell2000 Val ETF Transaction History