Shepherd Financial Partners LLC Ishares Russell2000 Val ETF Transaction History

Shepherd Financial Partners LLC

  • $828 Million
  • Q4 2024

A detailed history of Shepherd Financial Partners LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 1,465 shares of IWN stock, worth $246,061. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,465
Previous 1,465 -0.0%
Holding current value
$246,061
Previous $244,000 1.64%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$146.03 - $158.93 $36,799 - $40,050
-252 Reduced 14.68%
1,465 $223,000
Q1 2024

Apr 22, 2024
SELL
$145.61 - $158.81 $28,976 - $31,603
-199 Reduced 10.39%
1,717 $272,000
Q3 2023

Nov 08, 2023
BUY
$133.8 - $151.24 $256,360 - $289,775
1,916 New
1,916 $259,000
Q2 2022

Aug 15, 2022
SELL
$134.47 - $162.71 $284,404 - $344,131
-2,115 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$152.99 - $167.43 $323,573 - $354,114
2,115 New
2,115 $339,000

Others Institutions Holding IWN

# of Institutions
1,073
Shares Held
59M
Call Options Held
707K
Put Options Held
207K
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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