Montag A & Associates Inc Ishares Russell Mid Cap Growth Transaction History

Montag A & Associates Inc

  • $2.08 Billion
  • Q4 2024

A detailed history of Montag A & Associates Inc transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Montag A & Associates Inc holds 2,823 shares of IWP stock, worth $354,060. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,823
Previous 1,675 68.54%
Holding current value
$354,060
Previous $196,000 82.14%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Jan 30, 2025
BUY
$116.4 - $138.52 $133,627 - $159,020
1,148 Added 68.54%
2,823 $357,000
Q4 2023

Feb 07, 2024
BUY
$85.66 - $105.12 $49,939 - $61,284
583 Added 53.39%
1,675 $174,000
Q3 2023

Nov 09, 2023
SELL
$89.97 - $100.32 $4,498 - $5,016
-50 Reduced 4.38%
1,092 $99,000
Q4 2022

Feb 02, 2023
BUY
$77.4 - $89.88 $5,727 - $6,651
74 Added 6.93%
1,142 $95,000
Q1 2021

May 14, 2021
BUY
$96.94 - $112.05 $4,847 - $5,602
50 Added 4.91%
1,068 $109,000
Q4 2020

Feb 12, 2021
BUY
$86.54 - $104.78 $88,097 - $106,666
1,018 New
1,018 $104,000

Others Institutions Holding IWP

# of Institutions
1,222
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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