A detailed history of Dougherty Wealth Advisers LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 29,160 shares of IWP stock, worth $3.79 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
29,160
Previous 29,173 0.04%
Holding current value
$3.79 Million
Previous $3.22 Million 6.24%
% of portfolio
2.73%
Previous 2.82%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$103.87 - $117.59 $1,350 - $1,528
-13 Reduced 0.04%
29,160 $3.42 Million
Q2 2024

Jul 11, 2024

SELL
$105.7 - $113.43 $5,919 - $6,352
-56 Reduced 0.19%
29,173 $3.22 Million
Q1 2024

Apr 26, 2024

SELL
$100.66 - $114.14 $209,473 - $237,525
-2,081 Reduced 6.65%
29,229 $3.34 Million
Q4 2023

Jan 22, 2024

BUY
$85.66 - $105.12 $2.68 Million - $3.29 Million
31,310 New
31,310 $3.27 Million
Q2 2020

Aug 11, 2020

SELL
$57.59 - $81.27 $121,860 - $171,967
-2,116 Closed
0 $0
Q3 2019

Nov 12, 2019

SELL
$70.16 - $72.24 $147,967 - $152,354
-2,109 Reduced 49.92%
2,116 $299,000
Q4 2018

Feb 11, 2019

BUY
N/A
4,225 New
4,225 $543,000

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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