Fernwood Investment Management, LLC Ishares Russell Mid Cap Growth Transaction History

Fernwood Investment Management, LLC

  • $303 Million
  • Q3 2024

A detailed history of Fernwood Investment Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Fernwood Investment Management, LLC holds 2,640 shares of IWP stock, worth $358,247. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,640
Previous 2,640 -0.0%
Holding current value
$358,247
Previous $291,000 6.19%
% of portfolio
0.1%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 11, 2022
SELL
$75.41 - $102.47 $30,164 - $40,988
-400 Reduced 13.16%
2,640 $209,000
Q3 2021

Oct 28, 2021
SELL
$109.39 - $119.47 $5,031 - $5,495
-46 Reduced 1.49%
3,040 $341,000
Q4 2020

Feb 16, 2021
BUY
$86.54 - $104.78 $133,531 - $161,675
1,543 Added 100.0%
3,086 $317,000
Q2 2020

Aug 06, 2020
BUY
$57.59 - $81.27 $88,861 - $125,399
1,543 New
1,543 $244,000
Q1 2020

Apr 30, 2020
SELL
$52.32 - $81.58 $80,729 - $125,877
-1,543 Closed
0 $0
Q3 2019

Nov 14, 2019
SELL
$70.16 - $72.24 $4,209 - $4,334
-60 Reduced 3.74%
1,543 $218,000
Q1 2019

May 06, 2019
BUY
N/A
1,603 New
1,603 $217,000
Q4 2018

Feb 12, 2019
SELL
N/A
-1,580 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
N/A
1,580 New
1,580 $214,000
Q2 2018

Aug 14, 2018
SELL
N/A
-1,715 Closed
0 $0
Q4 2017

Feb 05, 2018
BUY
N/A
1,715
1,715 $207,000

Others Institutions Holding IWP

# of Institutions
1,112
Shares Held
102M
Call Options Held
59.7K
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
Track This Portfolio

Track Fernwood Investment Management, LLC Portfolio

Follow Fernwood Investment Management, 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 Fernwood Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fernwood Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email