Clearstead Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024

A detailed history of Clearstead Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Clearstead Advisors, LLC holds 54,318 shares of IWP stock, worth $6.57 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
54,318
Previous 54,470 0.28%
Holding current value
$6.57 Million
Previous $6.39 Million 7.76%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Feb 10, 2025
SELL
$116.4 - $138.52 $17,692 - $21,055
-152 Reduced 0.28%
54,318 $6.88 Million
Q3 2024

Nov 13, 2024
SELL
$103.87 - $117.59 $70,735 - $80,078
-681 Reduced 1.23%
54,470 $6.39 Million
Q2 2024

Aug 09, 2024
BUY
$105.7 - $113.43 $5.4 Million - $5.79 Million
51,058 Added 1247.45%
55,151 $6.09 Million
Q1 2024

May 14, 2024
SELL
$100.66 - $114.14 $6,039 - $6,848
-60 Reduced 1.44%
4,093 $467,000
Q4 2023

Feb 12, 2024
BUY
$85.66 - $105.12 $174,746 - $214,444
2,040 Added 96.55%
4,153 $433,000
Q3 2023

Nov 13, 2023
SELL
$89.97 - $100.32 $1.22 Million - $1.36 Million
-13,563 Reduced 86.52%
2,113 $193,000
Q3 2023

Nov 07, 2023
BUY
$89.97 - $100.32 $1.22 Million - $1.36 Million
13,556 Added 639.43%
15,676 $1.43 Million
Q3 2022

Nov 14, 2022
SELL
$78.02 - $94.38 $1.06 Million - $1.28 Million
-13,556 Reduced 86.48%
2,120 $166,000
Q2 2022

Aug 12, 2022
SELL
$75.41 - $102.47 $25,563 - $34,737
-339 Reduced 2.12%
15,676 $1.24 Million
Q1 2022

May 04, 2022
BUY
$89.52 - $114.03 $89,520 - $114,030
1,000 Added 6.66%
16,015 $1.61 Million
Q4 2021

Feb 14, 2022
BUY
$109.8 - $123.28 $150,426 - $168,893
1,370 Added 10.04%
15,015 $1.73 Million
Q3 2021

Nov 12, 2021
SELL
$109.39 - $119.47 $55,351 - $60,451
-506 Reduced 3.58%
13,645 $1.53 Million
Q2 2021

Aug 12, 2021
SELL
$99.98 - $113.73 $57,388 - $65,281
-574 Reduced 3.9%
14,151 $1.6 Million
Q4 2020

Feb 11, 2021
BUY
$86.54 - $104.78 $450,094 - $544,960
5,201 Added 54.61%
14,725 $1.51 Million
Q3 2020

Nov 12, 2020
BUY
$79.56 - $90.13 $74,706 - $84,632
939 Added 10.94%
9,524 $1.65 Million
Q2 2020

Aug 11, 2020
SELL
$57.59 - $81.27 $28,737 - $40,553
-499 Reduced 5.49%
8,585 $1.36 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-128 Reduced 1.39%
9,084 $1.23 Million
Q1 2018

May 14, 2018
SELL
N/A
-12,787 Reduced 58.13%
9,212 $1.13 Million
Q4 2017

Feb 09, 2018
SELL
N/A
-3,073 Reduced 12.26%
21,999 $2.65 Million
Q3 2017

Nov 09, 2017
BUY
N/A
25,072
25,072 $2.84 Million

Others Institutions Holding IWP

# of Institutions
1,226
Shares Held
116M
Call Options Held
84.8K
Put Options Held
13.5K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email