Householder Group Estate & Retirement Specialist, LLC Ishares Russell Mid Cap Growth Transaction History

Householder Group Estate & Retirement Specialist, LLC

  • $134 Million
  • Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 2,854 shares of IWP stock, worth $362,343. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,854
Previous 4,013 28.88%
Holding current value
$362,343
Previous $470,000 23.19%
% of portfolio
0.27%
Previous 0.14%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$116.4 - $138.52 $134,907 - $160,544
-1,159 Reduced 28.88%
2,854 $361,000
Q3 2024

Oct 18, 2024
SELL
$103.87 - $117.59 $45,183 - $51,151
-435 Reduced 9.78%
4,013 $470,000
Q2 2024

Jul 17, 2024
BUY
$105.7 - $113.43 $8,033 - $8,620
76 Added 1.74%
4,448 $490,000
Q1 2024

May 03, 2024
BUY
$100.66 - $114.14 $29,493 - $33,443
293 Added 7.18%
4,372 $499,000
Q4 2023

Jan 23, 2024
BUY
$85.66 - $105.12 $244,644 - $300,222
2,856 Added 233.52%
4,079 $426,000
Q3 2023

Oct 10, 2023
SELL
$89.97 - $100.32 $13,045 - $14,546
-145 Reduced 10.6%
1,223 $111,000
Q1 2023

Apr 13, 2023
BUY
$82.89 - $94.68 $113,393 - $129,522
1,368 New
1,368 $125,000
Q3 2022

Oct 11, 2022
BUY
$78.02 - $94.38 $105,405 - $127,507
1,351 New
1,351 $106,000

Others Institutions Holding IWP

# of Institutions
1,223
Shares Held
116M
Call Options Held
84.8K
Put Options Held
13.5K
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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