Institute For Wealth Management, Llc. Ishares Russell Mid Cap Growth Transaction History

Institute For Wealth Management, Llc.

  • $911 Million
  • Q4 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,679 shares of IWP stock, worth $229,754. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,679
Previous 2,754 39.03%
Holding current value
$229,754
Previous $392,000 41.58%
% of portfolio
0.03%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
SELL
$136.84 - $145.3 $147,103 - $156,197
-1,075 Reduced 39.03%
1,679 $229,000
Q3 2025

Oct 17, 2025
BUY
$137.51 - $145.26 $147,823 - $156,154
1,075 Added 64.03%
2,754 $392,000
Q2 2025

Jul 18, 2025
BUY
$104.34 - $138.68 $175,186 - $232,843
1,679 New
1,679 $232,000
Q4 2024

Jan 23, 2025
BUY
$116.4 - $138.52 $195,435 - $232,575
1,679 New
1,679 $212,000
Q1 2020

Apr 29, 2020
SELL
$52.32 - $81.58 $17,788 - $27,737
-340 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$68.8 - $76.63 $23,392 - $26,054
340 New
340 $52,000

Others Institutions Holding IWP

# of Institutions
1,337
Shares Held
128M
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
  • Industry ETFs
More about IWP
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