Perfromance Wealth Partners, LLC Ishares Russell Mid Cap Growth Transaction History

Perfromance Wealth Partners, LLC

  • $2.77 Billion
  • Q1 2025

A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 3,005 shares of IWP stock, worth $339,895. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,005
Previous 2,415 24.43%
Holding current value
$339,895
Previous $306,000 15.36%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$114.9 - $139.6 $67,791 - $82,364
590 Added 24.43%
3,005 $353,000
Q4 2024

Jan 17, 2025
BUY
$116.4 - $138.52 $4,888 - $5,817
42 Added 1.77%
2,415 $306,000
Q3 2024

Oct 10, 2024
BUY
$103.87 - $117.59 $16,099 - $18,226
155 Added 6.99%
2,373 $278,000
Q3 2023

Oct 30, 2023
SELL
$89.97 - $100.32 $14,575 - $16,251
-162 Reduced 6.81%
2,218 $202,000
Q1 2023

Apr 20, 2023
SELL
$82.89 - $94.68 $49,734 - $56,808
-600 Reduced 20.13%
2,380 $216,000
Q4 2021

Feb 03, 2022
BUY
$109.8 - $123.28 $327,204 - $367,374
2,980 New
2,980 $343,000

Others Institutions Holding IWP

# of Institutions
1,226
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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