Nvest Financial, LLC Ishares Russell Mid Cap Growth Transaction History

Nvest Financial, LLC

  • $160 Million
  • Q3 2025

A detailed history of Nvest Financial, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Nvest Financial, LLC holds 12,546 shares of IWP stock, worth $1.72 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
12,546
Previous 13,125 4.41%
Holding current value
$1.72 Million
Previous $1.82 Million 1.87%
% of portfolio
1.12%
Previous 1.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$137.51 - $145.26 $79,618 - $84,105
-579 Reduced 4.41%
12,546 $1.79 Million
Q2 2025

Jul 28, 2025
SELL
$104.34 - $138.68 $498,745 - $662,890
-4,780 Reduced 26.7%
13,125 $1.82 Million
Q1 2025

Apr 23, 2025
SELL
$114.9 - $139.6 $34,010 - $41,321
-296 Reduced 1.63%
17,905 $2.1 Million
Q4 2024

Jan 22, 2025
SELL
$116.4 - $138.52 $8,730 - $10,389
-75 Reduced 0.41%
18,201 $2.31 Million
Q3 2024

Oct 09, 2024
BUY
$103.87 - $117.59 $105,428 - $119,353
1,015 Added 5.88%
18,276 $2.14 Million
Q2 2024

Jul 19, 2024
BUY
$105.7 - $113.43 $42,914 - $46,052
406 Added 2.41%
17,261 $1.9 Million
Q1 2024

Apr 18, 2024
BUY
$100.66 - $114.14 $632,144 - $716,799
6,280 Added 59.39%
16,855 $1.92 Million
Q4 2023

Jan 22, 2024
BUY
$85.66 - $105.12 $417,335 - $512,144
4,872 Added 85.43%
10,575 $1.1 Million
Q3 2023

Oct 13, 2023
BUY
$89.97 - $100.32 $513,098 - $572,124
5,703 New
5,703 $520,000

Others Institutions Holding IWP

# of Institutions
1,318
Shares Held
127M
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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