Edge Financial Advisors LLC Ishares Russell Mid Cap Growth Transaction History

Edge Financial Advisors LLC

  • $223 Billion
  • Q3 2025

A detailed history of Edge Financial Advisors LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Edge Financial Advisors LLC holds 1,892 shares of IWP stock, worth $258,901. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,892
Previous 1,891 0.05%
Holding current value
$258,901
Previous $262 Million 2.92%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Oct 31, 2025
BUY
$137.51 - $145.26 $137 - $145
1 Added 0.05%
1,892 $269 Million
Q2 2025

Jul 23, 2025
BUY
$104.34 - $138.68 $208 - $277
2 Added 0.11%
1,891 $262 Million
Q1 2025

Apr 17, 2025
SELL
$114.9 - $139.6 $7,698 - $9,353
-67 Reduced 3.43%
1,889 $222 Million
Q4 2024

Jan 17, 2025
SELL
$116.4 - $138.52 $2,910 - $3,463
-25 Reduced 1.26%
1,956 $248 Million
Q3 2024

Oct 25, 2024
SELL
$103.87 - $117.59 $40,509 - $45,860
-390 Reduced 16.45%
1,981 $232 Million
Q1 2024

Apr 19, 2024
BUY
$100.66 - $114.14 $238,664 - $270,625
2,371 New
2,371 $271 Million

Others Institutions Holding IWP

# of Institutions
1,318
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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