Squire Investment Management Company, LLC Ishares Russell2000 Val ETF Transaction History

Squire Investment Management Company, LLC

  • $227 Billion
  • Q4 2024

A detailed history of Squire Investment Management Company, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 5,706 shares of IWN stock, worth $955,755. This represents 0.41% of its overall portfolio holdings.

Number of Shares
5,706
Previous 5,386 5.94%
Holding current value
$955,755
Previous $898 Million 4.26%
% of portfolio
0.41%
Previous 0.43%

Shares

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

Jan 30, 2025
BUY
$162.69 - $181.35 $52,060 - $58,032
320 Added 5.94%
5,706 $937 Million
Q3 2024

Nov 06, 2024
BUY
$150.05 - $171.34 $73,074 - $83,442
487 Added 9.94%
5,386 $898 Million
Q2 2024

Aug 01, 2024
BUY
$146.03 - $158.93 $38,405 - $41,798
263 Added 5.67%
4,899 $746 Million
Q1 2024

Aug 01, 2024
BUY
$145.61 - $158.81 $29,122 - $31,762
200 Added 4.51%
4,636 $736 Million
Q4 2023

Aug 01, 2024
BUY
$125.51 - $158.2 $556,762 - $701,775
4,436 New
4,436 $689 Million

Others Institutions Holding IWN

# of Institutions
1,139
Shares Held
63.2M
Call Options Held
717K
Put Options Held
151K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Squire Investment Management Company, LLC Portfolio

Follow Squire Investment Management Company, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Squire Investment Management Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Squire Investment Management Company, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email