Montz Harcus Wealth Management LLC Ishares Russell Mid Cap Growth Transaction History

Montz Harcus Wealth Management LLC

  • $169 Million
  • Q3 2024

A detailed history of Montz Harcus Wealth Management LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 2,007 shares of IWP stock, worth $272,349. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,007
Previous 2,005 0.1%
Holding current value
$272,349
Previous $221,000 6.33%
% of portfolio
0.14%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$103.87 - $117.59 $207 - $235
2 Added 0.1%
2,007 $235,000
Q2 2024

Jul 19, 2024
BUY
$105.7 - $113.43 $211 - $226
2 Added 0.1%
2,005 $221,000
Q1 2024

May 07, 2024
BUY
$100.66 - $114.14 $201 - $228
2 Added 0.1%
2,003 $228,000
Q4 2023

Jan 22, 2024
BUY
$85.66 - $105.12 $171,405 - $210,345
2,001 New
2,001 $209,000
Q1 2022

May 05, 2022
SELL
$89.52 - $114.03 $177,965 - $226,691
-1,988 Closed
0 $0
Q4 2021

Mar 24, 2022
BUY
$109.8 - $123.28 $218,282 - $245,080
1,988 New
1,988 $229,000

Others Institutions Holding IWP

# of Institutions
1,112
Shares Held
102M
Call Options Held
59.7K
Put Options Held
5.2K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Montz Harcus Wealth Management LLC Portfolio

Follow Montz Harcus Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Montz Harcus Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montz Harcus Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email