A detailed history of Beacon Capital Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Beacon Capital Management, LLC holds 569 shares of IWP stock, worth $74,373. This represents 0.01% of its overall portfolio holdings.

Number of Shares
569
Previous 765 25.62%
Holding current value
$74,373
Previous $84,000 21.43%
% of portfolio
0.01%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$103.87 - $117.59 $20,358 - $23,047
-196 Reduced 25.62%
569 $66,000
Q2 2024

Jul 24, 2024

BUY
$105.7 - $113.43 $19,871 - $21,324
188 Added 32.58%
765 $84,000
Q1 2024

May 16, 2024

BUY
$100.66 - $114.14 $35,935 - $40,747
357 Added 162.27%
577 $65,000
Q4 2022

Jan 27, 2023

SELL
$77.4 - $89.88 $1,548 - $1,797
-20 Reduced 8.33%
220 $0
Q3 2022

Oct 05, 2022

SELL
$78.02 - $94.38 $156 - $188
-2 Reduced 0.83%
240 $19,000
Q1 2022

May 16, 2022

BUY
$89.52 - $114.03 $21,663 - $27,595
242 New
242 $24,000

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Beacon Capital Management, LLC Portfolio

Follow Beacon Capital Management, 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 Beacon Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Capital Management, LLC with notifications on news.