Capital Analysts, LLC Ishares Russell Mid Cap Growth Transaction History

Capital Analysts, LLC

  • $2.49 Billion
  • Q4 2024

A detailed history of Capital Analysts, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Capital Analysts, LLC holds 17,341 shares of IWP stock, worth $2.4 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
17,341
Previous 11,209 54.71%
Holding current value
$2.4 Million
Previous $1.32 Million 67.15%
% of portfolio
0.09%
Previous 0.05%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$116.4 - $138.52 $713,764 - $849,404
6,132 Added 54.71%
17,341 $2.2 Million
Q3 2024

Nov 13, 2024
BUY
$103.87 - $117.59 $57,855 - $65,497
557 Added 5.23%
11,209 $1.32 Million
Q2 2024

Aug 14, 2024
BUY
$105.7 - $113.43 $144,491 - $155,058
1,367 Added 14.72%
10,652 $1.18 Million
Q1 2024

May 14, 2024
BUY
$100.66 - $114.14 $32,211 - $36,524
320 Added 3.57%
9,285 $1.06 Million
Q4 2023

Jan 30, 2024
SELL
$85.66 - $105.12 $5,567 - $6,832
-65 Reduced 0.72%
8,965 $936,000
Q3 2023

Nov 13, 2023
BUY
$89.97 - $100.32 $61,449 - $68,518
683 Added 8.18%
9,030 $825,000
Q2 2023

Aug 11, 2023
SELL
$87.72 - $96.63 $54,474 - $60,007
-621 Reduced 6.92%
8,347 $807,000
Q1 2023

May 05, 2023
BUY
$82.89 - $94.68 $8,371 - $9,562
101 Added 1.14%
8,968 $817,000
Q4 2022

Feb 08, 2023
BUY
$77.4 - $89.88 $40,789 - $47,366
527 Added 6.32%
8,867 $741,000
Q3 2022

Nov 14, 2022
BUY
$78.02 - $94.38 $4,525 - $5,474
58 Added 0.7%
8,340 $654,000
Q2 2022

Aug 12, 2022
SELL
$75.41 - $102.47 $309,407 - $420,434
-4,103 Reduced 33.13%
8,282 $656,000
Q1 2022

May 12, 2022
SELL
$89.52 - $114.03 $145,022 - $184,728
-1,620 Reduced 11.57%
12,385 $1.25 Million
Q4 2021

Feb 10, 2022
BUY
$109.8 - $123.28 $44,908 - $50,421
409 Added 3.01%
14,005 $1.61 Million
Q3 2021

Nov 04, 2021
SELL
$109.39 - $119.47 $11,376 - $12,424
-104 Reduced 0.76%
13,596 $1.52 Million
Q2 2021

Nov 15, 2021
SELL
$99.98 - $113.73 $14,397 - $16,377
-144 Reduced 1.04%
13,700 $1.55 Million
Q2 2021

Aug 05, 2021
BUY
$99.98 - $113.73 $113,177 - $128,742
1,132 Added 8.9%
13,844 $1.57 Million
Q1 2021

May 17, 2021
SELL
$96.94 - $112.05 $150,257 - $173,677
-1,550 Reduced 10.87%
12,712 $1.3 Million
Q4 2020

Feb 16, 2021
BUY
$86.54 - $104.78 $878,554 - $1.06 Million
10,152 Added 247.01%
14,262 $1.46 Million
Q3 2020

Nov 12, 2020
SELL
$79.56 - $90.13 $10,342 - $11,716
-130 Reduced 3.07%
4,110 $710,000
Q1 2020

May 08, 2020
SELL
$52.32 - $81.58 $38,455 - $59,961
-735 Reduced 14.77%
4,240 $516,000
Q4 2019

Feb 12, 2020
BUY
$68.8 - $76.63 $6,948 - $7,739
101 Added 2.07%
4,975 $759,000
Q3 2019

Nov 12, 2019
SELL
$70.16 - $72.24 $4,209 - $4,334
-60 Reduced 1.22%
4,874 $688,000
Q2 2019

Aug 13, 2019
BUY
N/A
1 Added 0.02%
4,934 $703,000
Q1 2019

May 13, 2019
SELL
N/A
-1,742 Reduced 26.1%
4,933 $669,000
Q4 2018

Feb 13, 2019
BUY
N/A
1,740 Added 35.26%
6,675 $759,000
Q3 2018

Nov 07, 2018
SELL
N/A
-245 Reduced 4.73%
4,935 $0
Q2 2018

Aug 03, 2018
BUY
N/A
180 Added 3.6%
5,180 $0
Q1 2018

May 14, 2018
BUY
N/A
85 Added 1.73%
5,000 $615,000
Q4 2017

Feb 14, 2018
BUY
N/A
4,849 Added 7346.97%
4,915 $593,000
Q4 2017

Feb 12, 2018
SELL
N/A
-4,849 Reduced 98.66%
66 $5,000
Q3 2017

Nov 06, 2017
BUY
N/A
4,915
4,915 $556,000

Others Institutions Holding IWP

# of Institutions
1,206
Shares Held
108M
Call Options Held
77.9K
Put Options Held
5.2K
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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