Bogart Wealth, LLC Ishares Russell Mid Cap Growth Transaction History

Bogart Wealth, LLC

  • $2.46 Billion
  • Q3 2025

A detailed history of Bogart Wealth, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,429 shares of IWP stock, worth $195,544. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,429
Previous 969 47.47%
Holding current value
$195,544
Previous $134,000 51.49%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$137.51 - $145.26 $63,254 - $66,819
460 Added 47.47%
1,429 $203,000
Q2 2025

Jul 29, 2025
SELL
$104.34 - $138.68 $11,373 - $15,116
-109 Reduced 10.11%
969 $134,000
Q1 2025

May 01, 2025
SELL
$114.9 - $139.6 $6,779 - $8,236
-59 Reduced 5.19%
1,078 $126,000
Q1 2024

Apr 25, 2024
SELL
$100.66 - $114.14 $2,013 - $2,282
-20 Reduced 1.73%
1,137 $129,000
Q3 2022

Nov 03, 2022
SELL
$78.02 - $94.38 $4,369 - $5,285
-56 Reduced 4.62%
1,157 $91,000
Q2 2022

Jul 22, 2022
SELL
$75.41 - $102.47 $7,842 - $10,656
-104 Reduced 7.9%
1,213 $96,000
Q4 2021

Jan 19, 2022
SELL
$109.8 - $123.28 $12,187 - $13,684
-111 Reduced 7.77%
1,317 $152,000
Q2 2021

Aug 06, 2021
SELL
$99.98 - $113.73 $4,999 - $5,686
-50 Reduced 3.38%
1,428 $162,000
Q1 2021

Apr 16, 2021
BUY
$96.94 - $112.05 $52,153 - $60,282
538 Added 57.23%
1,478 $151,000
Q4 2020

Jan 14, 2021
BUY
$86.54 - $104.78 $40,673 - $49,246
470 Added 100.0%
940 $96,000
Q4 2019

Feb 10, 2020
SELL
$68.8 - $76.63 $1,238 - $1,379
-18 Reduced 3.69%
470 $72,000
Q2 2019

Jul 11, 2019
SELL
N/A
-78 Reduced 13.78%
488 $69,000
Q1 2019

Apr 08, 2019
SELL
N/A
-8 Reduced 1.39%
566 $76,000
Q4 2018

Jan 15, 2019
SELL
N/A
-39 Reduced 6.36%
574 $65,000
Q3 2018

Oct 16, 2018
BUY
N/A
50 Added 8.88%
613 $83,000
Q1 2018

Apr 13, 2018
SELL
N/A
-8 Reduced 1.4%
563 $69,000
Q3 2017

Oct 12, 2017
BUY
N/A
571
571 $65,000

Others Institutions Holding IWP

# of Institutions
1,319
Shares Held
127M
Call Options Held
167K
Put Options Held
267K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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