Icon Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Icon Wealth Advisors, LLC

$1.19 Billion
Q4 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 4,193 shares of IWP stock, worth $534,355. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,193

Previous 4,210 0.4%

Holding current value

$534,355

Previous $493,000 7.71%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$116.4 - $138.52 $1,978 - $2,354	-17 Reduced 0.4%	4,193 $531,000
Q3 2024 Nov 14, 2024	SELL	$103.87 - $117.59 $6.19 Million - $7 Million	-59,548 Reduced 93.4%	4,210 $493,000
Q3 2024 Nov 12, 2024	BUY	$103.87 - $117.59 $6.19 Million - $7 Million	59,549 Added 1414.8%	63,758 $7.48 Million
Q1 2024 May 15, 2024	BUY	$100.66 - $114.14 $100 - $114	1 Added 0.02%	4,209 $480,000
Q4 2023 Feb 14, 2024	SELL	$85.66 - $105.12 $2,227 - $2,733	-26 Reduced 0.61%	4,208 $439,000
Q3 2022 Jan 25, 2023	BUY	$78.02 - $94.38 $330,336 - $399,604	4,234 New	4,234 $332,000

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

Ticker IWP
Sector ETFs
Industry ETFs

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Icon Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History