Powell Investment Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Powell Investment Advisors, LLC

$210 Million
Q4 2024

A detailed history of Powell Investment Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 49,719 shares of IWP stock, worth $6.48 Million. This represents 3.0% of its overall portfolio holdings.

Number of Shares

49,719

Previous 49,638 0.16%

Holding current value

$6.48 Million

Previous $5.82 Million 8.23%

% of portfolio

3.0%

Previous 2.75%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$116.4 - $138.52 $9,428 - $11,220	81 Added 0.16%	49,719 $6.3 Million
Q3 2024 Nov 01, 2024	BUY	$103.87 - $117.59 $219,165 - $248,114	2,110 Added 4.44%	49,638 $5.82 Million
Q2 2024 Jul 30, 2024	BUY	$105.7 - $113.43 $55,598 - $59,664	526 Added 1.12%	47,528 $5.24 Million
Q1 2024 Apr 15, 2024	SELL	$100.66 - $114.14 $129,046 - $146,327	-1,282 Reduced 2.66%	47,002 $5.36 Million
Q4 2023 Jan 31, 2024	BUY	$85.66 - $105.12 $32,979 - $40,471	385 Added 0.8%	48,284 $5.04 Million
Q3 2023 Oct 16, 2023	SELL	$89.97 - $100.32 $10,526 - $11,737	-117 Reduced 0.24%	47,899 $4.38 Million
Q2 2023 Aug 02, 2023	SELL	$87.72 - $96.63 $751,848 - $828,215	-8,571 Reduced 15.15%	48,016 $4.64 Million
Q1 2023 May 10, 2023	BUY	$82.89 - $94.68 $29,674 - $33,895	358 Added 0.64%	56,587 $5.15 Million
Q4 2022 Feb 14, 2023	SELL	$77.4 - $89.88 $330,033 - $383,248	-4,264 Reduced 7.05%	56,229 $4.7 Million
Q3 2022 Nov 14, 2022	BUY	$78.02 - $94.38 $300,298 - $363,268	3,849 Added 6.8%	60,493 $4.74 Million
Q2 2022 Aug 02, 2022	BUY	$75.41 - $102.47 $836,673 - $1.14 Million	11,095 Added 24.36%	56,644 $4.49 Million
Q1 2022 May 09, 2022	BUY	$89.52 - $114.03 $828,597 - $1.06 Million	9,256 Added 25.5%	45,549 $4.58 Million
Q4 2021 Jan 14, 2022	BUY	$109.8 - $123.28 $126,379 - $141,895	1,151 Added 3.28%	36,293 $4.18 Million
Q3 2021 Oct 13, 2021	BUY	$109.39 - $119.47 $152,599 - $166,660	1,395 Added 4.13%	35,142 $3.94 Million
Q2 2021 Jul 14, 2021	BUY	$99.98 - $113.73 $119,776 - $136,248	1,198 Added 3.68%	33,747 $3.82 Million
Q1 2021 Apr 14, 2021	BUY	$96.94 - $112.05 $104,404 - $120,677	1,077 Added 3.42%	32,549 $3.32 Million
Q4 2020 Jan 14, 2021	BUY	$86.54 - $104.78 $1.39 Million - $1.68 Million	16,026 Added 103.76%	31,472 $3.23 Million
Q3 2020 Oct 07, 2020	BUY	$79.56 - $90.13 $5,410 - $6,128	68 Added 0.44%	15,446 $2.67 Million
Q2 2020 Jul 31, 2020	BUY	$57.59 - $81.27 $26,030 - $36,734	452 Added 3.03%	15,378 $2.43 Million
Q1 2020 May 12, 2020	SELL	$52.32 - $81.58 $6,958 - $10,850	-133 Reduced 0.88%	14,926 $1.82 Million
Q4 2019 Feb 10, 2020	BUY	$68.8 - $76.63 $1.04 Million - $1.15 Million	15,059 New	15,059 $2.3 Million

Others Institutions Holding IWP

# of Institutions

1,215

Shares Held

116M

Call Options Held

84.8K

Put Options Held

13.5K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Powell Investment Advisors, LLC Ishares Russell Mid Cap Growth Transaction History