Ccg Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Ccg Wealth Management, LLC

  • $211 Million
  • Q3 2025

A detailed history of Ccg Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Ccg Wealth Management, LLC holds 2,512 shares of IWP stock, worth $343,742. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,512
Previous 1,859 35.13%
Holding current value
$343,742
Previous $257,000 38.91%
% of portfolio
0.17%
Previous 0.14%

Shares

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

Nov 03, 2025
BUY
$137.51 - $145.26 $89,794 - $94,854
653 Added 35.13%
2,512 $357,000
Q3 2024

Oct 15, 2024
SELL
$103.87 - $117.59 $21,916 - $24,811
-211 Reduced 10.19%
1,859 $218,000
Q2 2024

Jul 31, 2024
SELL
$105.7 - $113.43 $31,815 - $34,142
-301 Reduced 12.7%
2,070 $228,000
Q4 2023

Jan 30, 2024
SELL
$85.66 - $105.12 $155,301 - $190,582
-1,813 Reduced 43.33%
2,371 $247,000
Q3 2023

Oct 10, 2023
BUY
$89.97 - $100.32 $182,099 - $203,047
2,024 Added 93.7%
4,184 $382,000
Q2 2023

Jul 14, 2023
BUY
$87.72 - $96.63 $189,475 - $208,720
2,160 New
2,160 $208,000
Q1 2021

May 04, 2021
SELL
$96.94 - $112.05 $4,750 - $5,490
-49 Reduced 1.68%
2,865 $292,000
Q4 2020

Feb 04, 2021
BUY
$86.54 - $104.78 $126,088 - $152,664
1,457 Added 100.0%
2,914 $299,000
Q2 2020

Aug 04, 2020
SELL
$57.59 - $81.27 $20,559 - $29,013
-357 Reduced 19.68%
1,457 $230,000
Q1 2020

Apr 24, 2020
SELL
$52.32 - $81.58 $13,236 - $20,639
-253 Reduced 12.24%
1,814 $221,000
Q4 2019

Jan 30, 2020
SELL
$68.8 - $76.63 $22,016 - $24,521
-320 Reduced 13.41%
2,067 $315,000
Q3 2019

Nov 14, 2019
SELL
$70.16 - $72.24 $7,016 - $7,223
-100 Reduced 4.02%
2,387 $337,000
Q1 2019

May 03, 2019
SELL
N/A
-211 Reduced 7.82%
2,487 $337,000
Q4 2018

May 03, 2019
BUY
N/A
2,698 New
2,698 $307,000

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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