New England Private Wealth Advisors LLC Ishares Russell2000 Val ETF Transaction History

New England Private Wealth Advisors LLC

  • $727 Million
  • Q3 2025

A detailed history of New England Private Wealth Advisors LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 1,668 shares of IWN stock, worth $291,349. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,668
Previous 1,663 0.3%
Holding current value
$291,349
Previous $262,000 12.21%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$157.1 - $178.94 $785 - $894
5 Added 0.3%
1,668 $294,000
Q2 2025

Aug 07, 2025
BUY
$131.84 - $157.76 $527 - $631
4 Added 0.24%
1,663 $262,000
Q1 2025

May 08, 2025
BUY
$149.27 - $169.4 $447 - $508
3 Added 0.18%
1,659 $250,000
Q2 2024

Aug 07, 2024
SELL
$146.03 - $158.93 $39,720 - $43,228
-272 Reduced 14.11%
1,656 $252,000
Q1 2024

May 08, 2024
BUY
$145.61 - $158.81 $582 - $635
4 Added 0.21%
1,928 $306,000
Q4 2023

Feb 02, 2024
BUY
$125.51 - $158.2 $1,506 - $1,898
12 Added 0.63%
1,924 $298,000
Q3 2023

Nov 07, 2023
BUY
$133.8 - $151.24 $42,949 - $48,548
321 Added 20.18%
1,912 $259,000
Q2 2023

Aug 11, 2023
BUY
$128.93 - $142.33 $386 - $426
3 Added 0.19%
1,591 $224,000
Q1 2023

May 04, 2023
BUY
$130.78 - $156.96 $653 - $784
5 Added 0.32%
1,588 $217,000
Q4 2022

Feb 08, 2023
BUY
$131.32 - $149.64 $207,879 - $236,880
1,583 New
1,583 $219,000

Others Institutions Holding IWN

# of Institutions
1,125
Shares Held
54.4M
Call Options Held
152K
Put Options Held
25.3K
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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