Bourgeon Capital Management LLC Ishares Russell Mid Cap Growth Transaction History

Bourgeon Capital Management LLC

  • $538 Million
  • Q3 2025

A detailed history of Bourgeon Capital Management LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Bourgeon Capital Management LLC holds 3,151 shares of IWP stock, worth $431,182. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,151
Previous 3,151 -0.0%
Holding current value
$431,182
Previous $436,000 2.75%
% of portfolio
0.08%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 17, 2023
BUY
$82.89 - $94.68 $2,901 - $3,313
35 Added 1.12%
3,151 $286,000
Q4 2020

Jan 29, 2021
BUY
$86.54 - $104.78 $134,829 - $163,247
1,558 Added 100.0%
3,116 $320,000
Q1 2019

Apr 29, 2019
BUY
N/A
1,558 New
1,558 $211,000
Q4 2018

Jan 17, 2019
SELL
N/A
-2,054 Closed
0 $0
Q3 2017

Oct 27, 2017
BUY
N/A
2,054
2,054 $232,000

Others Institutions Holding IWP

# of Institutions
1,318
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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