Roger Wittlin Investment Advisory, LLC Ishares Russell2000 Val ETF Transaction History

Roger Wittlin Investment Advisory, LLC

  • $176 Million
  • Q4 2024

A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 4,598 shares of IWN stock, worth $745,933. This represents 0.43% of its overall portfolio holdings.

Number of Shares
4,598
Previous 2,359 94.91%
Holding current value
$745,933
Previous $393,000 91.86%
% of portfolio
0.43%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$162.69 - $181.35 $364,262 - $406,042
2,239 Added 94.91%
4,598 $754,000
Q3 2024

Nov 08, 2024
BUY
$150.05 - $171.34 $353,967 - $404,191
2,359 New
2,359 $393,000

Others Institutions Holding IWN

# of Institutions
1,141
Shares Held
62.4M
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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