Surevest, LLC Ishares Russell2000 Val ETF Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

A detailed history of Surevest, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Surevest, LLC holds 1,572 shares of IWN stock, worth $243,707. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,572
Previous 1,588 1.01%
Holding current value
$243,707
Previous $216,000 6.02%
% of portfolio
0.06%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
SELL
$128.93 - $159.38 $2,062 - $2,550
-16 Reduced 1.01%
1,572 $203,000
Q2 2022

Aug 15, 2022
BUY
$134.47 - $162.71 $24,339 - $29,450
181 Added 12.86%
1,588 $216,000
Q1 2021

Apr 19, 2021
BUY
$130.0 - $169.53 $182,910 - $238,528
1,407 New
1,407 $224,000

Others Institutions Holding IWN

# of Institutions
1,150
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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