Strategies Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History

Strategies Wealth Advisors, LLC

  • $803 Billion
  • Q4 2024

A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 3,709 shares of IWN stock, worth $519,519. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,709
Previous 3,646 1.73%
Holding current value
$519,519
Previous $608 Million 2.22%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Feb 13, 2025
BUY
$162.69 - $181.35 $10,249 - $11,425
63 Added 1.73%
3,709 $622 Million
Q3 2024

Oct 07, 2024
BUY
$150.05 - $171.34 $2,850 - $3,255
19 Added 0.52%
3,646 $608 Million
Q2 2024

Jul 29, 2024
BUY
$146.03 - $158.93 $2,336 - $2,542
16 Added 0.44%
3,627 $552 Million
Q1 2024

Apr 22, 2024
BUY
$145.61 - $158.81 $62,903 - $68,605
432 Added 13.59%
3,611 $573 Million
Q4 2023

Jan 22, 2024
BUY
$125.51 - $158.2 $5,020 - $6,328
40 Added 1.27%
3,179 $494 Million
Q3 2023

Oct 10, 2023
SELL
$133.8 - $151.24 $119,884 - $135,511
-896 Reduced 22.21%
3,139 $425 Million
Q2 2023

Jul 12, 2023
BUY
$128.93 - $142.33 $117,326 - $129,520
910 Added 29.12%
4,035 $568 Million
Q1 2023

Jun 27, 2023
SELL
$130.78 - $156.96 $17,393 - $20,875
-133 Reduced 4.08%
3,125 $428 Million
Q4 2022

Jun 27, 2023
SELL
$131.32 - $149.64 $52,396 - $59,706
-399 Reduced 10.91%
3,258 $452 Million
Q2 2022

Jun 27, 2023
BUY
$134.47 - $162.71 $2,017 - $2,440
15 Added 0.41%
3,657 $498 Million
Q1 2022

Jun 27, 2023
BUY
$151.25 - $169.21 $2,571 - $2,876
17 Added 0.47%
3,642 $588 Million
Q4 2021

Jun 26, 2023
BUY
$157.31 - $176.88 $570,248 - $641,190
3,625 New
3,625 $602 Million

Others Institutions Holding IWN

# of Institutions
1,140
Shares Held
61.5M
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
Track This Portfolio

Track Strategies Wealth Advisors, LLC Portfolio

Follow Strategies Wealth Advisors, 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 Strategies Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategies Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email