Iams Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Iams Wealth Management, LLC

  • $219 Billion
  • Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Iams Wealth Management, LLC holds 5,522 shares of IWP stock, worth $703,723. This represents 0.32% of its overall portfolio holdings.

Number of Shares
5,522
Previous 6,413 13.89%
Holding current value
$703,723
Previous $752 Million 6.95%
% of portfolio
0.32%
Previous 0.37%

Shares

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

Jan 23, 2025
SELL
$116.4 - $138.52 $103,712 - $123,421
-891 Reduced 13.89%
5,522 $700 Million
Q3 2024

Oct 11, 2024
BUY
$103.87 - $117.59 $7,167 - $8,113
69 Added 1.09%
6,413 $752 Million
Q2 2024

Aug 05, 2024
SELL
$105.7 - $113.43 $195,545 - $209,845
-1,850 Reduced 22.58%
6,344 $700 Million
Q1 2024

Apr 18, 2024
BUY
$100.66 - $114.14 $824,808 - $935,263
8,194 New
8,194 $909 Million
Q3 2023

Nov 14, 2023
BUY
$89.97 - $100.32 $1.01 Million - $1.13 Million
11,224 New
11,224 $1.03 Billion

Others Institutions Holding IWP

# of Institutions
1,217
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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