A detailed history of Fsa Wealth Management LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Fsa Wealth Management LLC holds 138,126 shares of IWP stock, worth $16.8 Million. This represents 6.88% of its overall portfolio holdings.

Number of Shares
138,126
Previous 136,592 1.12%
Holding current value
$16.8 Million
Previous $14.3 Million 10.49%
% of portfolio
6.88%
Previous 6.77%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 16, 2024

BUY
$100.66 - $114.14 $154,412 - $175,090
1,534 Added 1.12%
138,126 $15.8 Million
Q4 2023

Feb 14, 2024

SELL
$85.66 - $105.12 $155,901 - $191,318
-1,820 Reduced 1.31%
136,592 $14.3 Million
Q3 2023

Nov 15, 2023

BUY
$89.97 - $100.32 $39,766 - $44,341
442 Added 0.32%
138,412 $12.6 Million
Q2 2023

Jul 31, 2023

BUY
$87.72 - $96.63 $124,386 - $137,021
1,418 Added 1.04%
137,970 $13.3 Million
Q1 2023

Apr 21, 2023

BUY
$82.89 - $94.68 $73,606 - $84,075
888 Added 0.65%
136,552 $12.4 Million
Q4 2022

Feb 13, 2023

BUY
$77.4 - $89.88 $1.39 Million - $1.62 Million
17,979 Added 15.28%
135,664 $11.3 Million
Q3 2022

Nov 09, 2022

BUY
$78.02 - $94.38 $8.65 Million - $10.5 Million
110,916 Added 1638.59%
117,685 $9.23 Million
Q2 2022

Aug 15, 2022

SELL
$75.41 - $102.47 $6.06 Million - $8.23 Million
-80,364 Reduced 92.23%
6,769 $536,000
Q4 2021

Feb 14, 2022

BUY
$109.8 - $123.28 $26,022 - $29,217
237 Added 0.27%
87,133 $10 Million
Q3 2021

Nov 15, 2021

BUY
$109.39 - $119.47 $169,882 - $185,536
1,553 Added 1.82%
86,896 $9.74 Million
Q2 2021

Aug 13, 2021

BUY
$99.98 - $113.73 $332,733 - $378,493
3,328 Added 4.06%
85,343 $9.66 Million
Q1 2021

May 17, 2021

SELL
$96.94 - $112.05 $2.04 Million - $2.36 Million
-21,069 Reduced 20.44%
82,015 $8.37 Million
Q4 2020

Feb 11, 2021

BUY
$86.54 - $104.78 $4.77 Million - $5.78 Million
55,167 Added 115.13%
103,084 $10.6 Million
Q3 2020

Nov 13, 2020

BUY
$79.56 - $90.13 $278,778 - $315,815
3,504 Added 7.89%
47,917 $8.28 Million
Q2 2020

Aug 14, 2020

BUY
$57.59 - $81.27 $241,590 - $340,927
4,195 Added 10.43%
44,413 $7.02 Million
Q1 2020

May 15, 2020

BUY
$52.32 - $81.58 $131,218 - $204,602
2,508 Added 6.65%
40,218 $4.89 Million
Q4 2019

Feb 21, 2020

BUY
$68.8 - $76.63 $2.59 Million - $2.89 Million
37,710 New
37,710 $5.75 Million

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Fsa Wealth Management LLC Portfolio

Follow Fsa Wealth 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 Fsa Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsa Wealth Management LLC with notifications on news.