Wealthstream Advisors, Inc. Ishares Russell2000 Val ETF Transaction History

Wealthstream Advisors, Inc.

$502 Million
Q3 2024

A detailed history of Wealthstream Advisors, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 3,820 shares of IWN stock, worth $611,009. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,820

Previous 3,820 -0.0%

Holding current value

$611,009

Previous $581,000 9.64%

% of portfolio

0.13%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	BUY	$125.51 - $158.2 $5,647 - $7,118	45 Added 1.19%	3,820 $593,000
Q2 2023 Aug 02, 2023	BUY	$128.93 - $142.33 $2,062 - $2,277	16 Added 0.43%	3,775 $531,000
Q1 2023 May 02, 2023	BUY	$130.78 - $156.96 $2,484 - $2,982	19 Added 0.51%	3,759 $515,000
Q4 2022 Feb 02, 2023	BUY	$131.32 - $149.64 $3,020 - $3,441	23 Added 0.62%	3,740 $518,000
Q3 2022 Oct 28, 2022	BUY	$128.93 - $159.38 $7,349 - $9,084	57 Added 1.56%	3,717 $479,000
Q2 2022 Aug 05, 2022	BUY	$134.47 - $162.71 $5,513 - $6,671	41 Added 1.13%	3,660 $498,000
Q1 2022 May 10, 2022	BUY	$151.25 - $169.21 $1,663 - $1,861	11 Added 0.3%	3,619 $584,000
Q4 2021 Feb 09, 2022	BUY	$157.31 - $176.88 $567,574 - $638,183	3,608 New	3,608 $599,000

Others Institutions Holding IWN

# of Institutions

1,054

Shares Held

58.8M

Call Options Held

987K

Put Options Held

207K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

More about IWN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthstream Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealthstream Advisors, Inc. with notifications on news.

Account

Wealthstream Advisors, Inc. Ishares Russell2000 Val ETF Transaction History