Optimist Retirement Group LLC Ishares Russell2000 Val ETF Transaction History

Optimist Retirement Group LLC

  • $211 Billion
  • Q4 2024

A detailed history of Optimist Retirement Group LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Optimist Retirement Group LLC holds 2,021 shares of IWN stock, worth $316,731. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,021
Previous 2,021 -0.0%
Holding current value
$316,731
Previous $337 Million 1.59%
% of portfolio
0.16%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$145.61 - $158.81 $3,931 - $4,287
27 Added 1.35%
2,021 $321 Million
Q4 2023

Feb 15, 2024
BUY
$125.51 - $158.2 $250,266 - $315,450
1,994 New
1,994 $310 Million

Others Institutions Holding IWN

# of Institutions
1,147
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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