Badgley Phelps Wealth Managers, LLC Ishares Russell Mid Cap Growth Transaction History

Badgley Phelps Wealth Managers, LLC

$5.41 Billion
Q4 2025

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 240,319 shares of IWP stock, worth $32.9 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

240,319

Previous 236,619 1.56%

Holding current value

$32.9 Million

Previous $33.7 Million 2.41%

% of portfolio

0.61%

Previous 0.72%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$136.84 - $145.3 $506,308 - $537,610	3,700 Added 1.56%	240,319 $32.9 Million
Q3 2025 Nov 04, 2025	BUY	$137.51 - $145.26 $214,653 - $226,750	1,561 Added 0.66%	236,619 $33.7 Million
Q2 2025 Jul 16, 2025	BUY	$104.34 - $138.68 $279,005 - $370,830	2,674 Added 1.15%	235,058 $32.6 Million
Q1 2025 Apr 30, 2025	BUY	$114.9 - $139.6 $562,780 - $683,760	4,898 Added 2.15%	232,384 $27.3 Million
Q4 2024 Feb 10, 2025	BUY	$116.4 - $138.52 $177,859 - $211,658	1,528 Added 0.68%	227,486 $28.8 Million

Q3 2024 Oct 17, 2024	BUY	$103.87 - $117.59 $146,976 - $166,389	1,415 Added 0.63%	225,958 $26.5 Million
Q2 2024 Aug 13, 2024	BUY	$105.7 - $113.43 $2,536 - $2,722	24 Added 0.01%	224,543 $24.8 Million
Q1 2024 May 15, 2024	BUY	$100.66 - $114.14 $248,630 - $281,925	2,470 Added 1.11%	224,519 $25.6 Million
Q4 2023 Feb 14, 2024	BUY	$85.66 - $105.12 $1.45 Million - $1.78 Million	16,951 Added 8.26%	222,049 $23.2 Million
Q3 2023 Nov 02, 2023	BUY	$89.97 - $100.32 $412,782 - $460,268	4,588 Added 2.29%	205,098 $18.7 Million
Q2 2023 Aug 14, 2023	BUY	$87.72 - $96.63 $152,369 - $167,846	1,737 Added 0.87%	200,510 $19.4 Million
Q1 2023 Apr 28, 2023	BUY	$82.89 - $94.68 $246,266 - $281,294	2,971 Added 1.52%	198,773 $18.1 Million
Q4 2022 Jan 27, 2023	BUY	$77.4 - $89.88 $44,272 - $51,411	572 Added 0.29%	195,802 $0
Q3 2022 Nov 09, 2022	BUY	$78.02 - $94.38 $296,085 - $358,172	3,795 Added 1.98%	195,230 $15.3 Million
Q2 2022 Aug 01, 2022	SELL	$75.41 - $102.47 $258,279 - $350,959	-3,425 Reduced 1.76%	191,435 $15.2 Million
Q1 2022 May 09, 2022	BUY	$89.52 - $114.03 $151,109 - $192,482	1,688 Added 0.87%	194,860 $19.6 Million
Q4 2021 Feb 08, 2022	BUY	$109.8 - $123.28 $670,329 - $752,624	6,105 Added 3.26%	193,172 $22.3 Million
Q3 2021 Nov 29, 2021	BUY	$109.39 - $119.47 $20.5 Million - $22.3 Million	187,067 New	187,067 $21 Million

Others Institutions Holding IWP

# of Institutions

1,343

Shares Held

127M

Call Options Held

167K

Put Options Held

267K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Badgley Phelps Wealth Managers, LLC Ishares Russell Mid Cap Growth Transaction History