Bragg Financial Advisors, Inc Ishares Russell Mid Cap Growth Transaction History

Bragg Financial Advisors, Inc

$2.95 Billion
Q3 2025

A detailed history of Bragg Financial Advisors, Inc transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Bragg Financial Advisors, Inc holds 4,951 shares of IWP stock, worth $677,494. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,951

Previous 4,951 -0.0%

Holding current value

$677,494

Previous $686,000 2.77%

% of portfolio

0.02%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$104.34 - $138.68 $5,008 - $6,656	48 Added 0.98%	4,951 $686,000
Q4 2024 Feb 13, 2025	SELL	$116.4 - $138.52 $21,766 - $25,903	-187 Reduced 3.67%	4,903 $621,000
Q3 2024 Nov 14, 2024	BUY	$103.87 - $117.59 $97,118 - $109,946	935 Added 22.5%	5,090 $597,000
Q2 2024 Aug 15, 2024	SELL	$105.7 - $113.43 $9,513 - $10,208	-90 Reduced 2.12%	4,155 $458,000
Q1 2024 May 14, 2024	BUY	$100.66 - $114.14 $4,529 - $5,136	45 Added 1.07%	4,245 $484,000

Q3 2023 Nov 14, 2023	SELL	$89.97 - $100.32 $2,609 - $2,909	-29 Reduced 0.69%	4,200 $383,000
Q2 2023 Aug 15, 2023	SELL	$87.72 - $96.63 $15,789 - $17,393	-180 Reduced 4.08%	4,229 $408,000
Q1 2023 May 15, 2023	SELL	$82.89 - $94.68 $22,794 - $26,037	-275 Reduced 5.87%	4,409 $401,000
Q4 2022 Feb 14, 2023	BUY	$77.4 - $89.88 $43,731 - $50,782	565 Added 13.72%	4,684 $391,000
Q3 2022 Nov 14, 2022	SELL	$78.02 - $94.38 $184,985 - $223,774	-2,371 Reduced 36.53%	4,119 $323,000
Q2 2022 Aug 15, 2022	BUY	$75.41 - $102.47 $150,593 - $204,632	1,997 Added 44.45%	6,490 $514,000
Q1 2022 May 11, 2022	BUY	$89.52 - $114.03 $95,607 - $121,784	1,068 Added 31.18%	4,493 $452,000
Q3 2021 Nov 15, 2021	BUY	$109.39 - $119.47 $546 - $597	5 Added 0.15%	3,425 $384,000
Q1 2021 May 14, 2021	BUY	$96.94 - $112.05 $111,481 - $128,857	1,150 Added 50.66%	3,420 $349,000
Q4 2020 Feb 11, 2021	BUY	$86.54 - $104.78 $83,511 - $101,112	965 Added 73.95%	2,270 $233,000
Q2 2020 Aug 14, 2020	BUY	$57.59 - $81.27 $75,154 - $106,057	1,305 New	1,305 $206,000
Q1 2020 May 15, 2020	SELL	$52.32 - $81.58 $72,201 - $112,580	-1,380 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$68.8 - $76.63 $94,944 - $105,749	1,380 New	1,380 $211,000
Q3 2019 Nov 14, 2019	SELL	$70.16 - $72.24 $99,276 - $102,219	-1,415 Closed	0 $0
Q2 2019 Aug 14, 2019	BUY	N/A	1,415 New	1,415 $202,000

Others Institutions Holding IWP

# of Institutions

1,325

Shares Held

127M

Call Options Held

167K

Put Options Held

267K

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About ISHARES RUSSELL MID-CAP GROWTH

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Bragg Financial Advisors, Inc Ishares Russell Mid Cap Growth Transaction History