Great Valley Advisor Group, Inc. Ishares Russell Mid Cap Growth Transaction History

Great Valley Advisor Group, Inc.

  • $4.47 Billion
  • Q3 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 36,506 shares of IWP stock, worth $5 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
36,506
Previous 36,893 1.05%
Holding current value
$5 Million
Previous $5.12 Million 1.6%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Nov 14, 2025
SELL
$137.51 - $145.26 $53,216 - $56,215
-387 Reduced 1.05%
36,506 $5.2 Million
Q2 2025

Aug 14, 2025
SELL
$104.34 - $138.68 $3,234 - $4,299
-31 Reduced 0.08%
36,893 $5.12 Million
Q1 2025

May 08, 2025
SELL
$114.9 - $139.6 $72,157 - $87,668
-628 Reduced 1.67%
36,924 $4.34 Million
Q4 2024

Feb 24, 2025
SELL
$116.4 - $138.52 $1.25 Million - $1.49 Million
-10,756 Reduced 22.27%
37,552 $4.76 Million
Q3 2024

Nov 12, 2024
BUY
$103.87 - $117.59 $165,880 - $187,791
1,597 Added 3.42%
48,308 $5.67 Million
Q2 2024

Jul 16, 2024
BUY
$105.7 - $113.43 $230,954 - $247,844
2,185 Added 4.91%
46,711 $5.15 Million
Q1 2024

May 03, 2024
SELL
$100.66 - $114.14 $91,097 - $103,296
-905 Reduced 1.99%
44,526 $5.08 Million
Q4 2023

Feb 05, 2024
SELL
$85.66 - $105.12 $213,379 - $261,853
-2,491 Reduced 5.2%
45,431 $4.75 Million
Q3 2023

Nov 06, 2023
BUY
$89.97 - $100.32 $54,971 - $61,295
611 Added 1.29%
47,922 $4.38 Million
Q2 2023

Aug 10, 2023
BUY
$87.72 - $96.63 $162,194 - $178,668
1,849 Added 4.07%
47,311 $4.57 Million
Q1 2023

May 02, 2023
BUY
$82.89 - $94.68 $104,109 - $118,918
1,256 Added 2.84%
45,462 $4.14 Million
Q4 2022

Jan 31, 2023
BUY
$77.4 - $89.88 $100,774 - $117,023
1,302 Added 3.03%
44,206 $3.7 Million
Q3 2022

Oct 21, 2022
BUY
$78.02 - $94.38 $34,406 - $41,621
441 Added 1.04%
42,904 $3.36 Million
Q2 2022

Jul 19, 2022
BUY
$75.41 - $102.47 $81,065 - $110,155
1,075 Added 2.6%
42,463 $3.36 Million
Q1 2022

Apr 20, 2022
BUY
$89.52 - $114.03 $205,090 - $261,242
2,291 Added 5.86%
41,388 $4.72 Million
Q3 2021

Oct 14, 2021
BUY
$109.39 - $119.47 $292,508 - $319,462
2,674 Added 7.34%
39,097 $4.38 Million
Q1 2021

Apr 20, 2021
BUY
$96.94 - $112.05 $37,418 - $43,251
386 Added 1.07%
36,423 $3.72 Million
Q4 2020

Jan 29, 2021
BUY
$86.54 - $104.78 $1.65 Million - $1.99 Million
19,019 Added 111.76%
36,037 $3.7 Million
Q3 2020

Oct 21, 2020
BUY
$79.56 - $90.13 $13,445 - $15,231
169 Added 1.0%
17,018 $2.94 Million
Q2 2020

Jul 31, 2020
BUY
$57.59 - $81.27 $798,888 - $1.13 Million
13,872 Added 465.97%
16,849 $2.66 Million
Q1 2020

May 15, 2020
SELL
$52.32 - $81.58 $195,938 - $305,517
-3,745 Reduced 55.71%
2,977 $362,000
Q4 2019

Feb 10, 2020
SELL
$68.8 - $76.63 $160,235 - $178,471
-2,329 Reduced 25.73%
6,722 $1.03 Million
Q3 2019

Oct 25, 2019
SELL
$70.16 - $72.24 $125,656 - $129,381
-1,791 Reduced 16.52%
9,051 $1.28 Million
Q2 2019

Jul 30, 2019
SELL
N/A
-11,433 Reduced 51.33%
10,842 $1.55 Million
Q1 2019

Apr 26, 2019
SELL
N/A
-31,653 Reduced 58.69%
22,275 $3.02 Million
Q4 2018

Apr 11, 2019
BUY
N/A
53,928 New
53,928 $5.77 Million

Others Institutions Holding IWP

# of Institutions
1,320
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
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More about IWP
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