A detailed history of Strategic Wealth Advisors Group, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 18,565 shares of IWP stock, worth $2.43 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
18,565
Previous 18,789 1.19%
Holding current value
$2.43 Million
Previous $1.55 Million 5.88%
% of portfolio
0.06%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

SELL
$78.02 - $94.38 $17,476 - $21,141
-224 Reduced 1.19%
18,565 $1.46 Million
Q2 2022

Aug 12, 2022

BUY
$75.41 - $102.47 $437,076 - $593,916
5,796 Added 44.61%
18,789 $1.55 Million
Q1 2022

May 10, 2022

BUY
$89.52 - $114.03 $1.16 Million - $1.48 Million
12,993 New
12,993 $1.31 Million
Q4 2021

Feb 16, 2022

SELL
$109.8 - $123.28 $1.91 Million - $2.14 Million
-17,388 Closed
0 $0
Q3 2021

Nov 17, 2021

BUY
$109.39 - $119.47 $85,214 - $93,067
779 Added 4.69%
17,388 $1.95 Million
Q2 2021

Aug 10, 2021

BUY
$99.98 - $113.73 $214,857 - $244,405
2,149 Added 14.86%
16,609 $1.88 Million
Q1 2021

May 07, 2021

BUY
$96.94 - $112.05 $348,693 - $403,043
3,597 Added 33.11%
14,460 $1.48 Million
Q4 2020

Feb 12, 2021

BUY
$86.54 - $104.78 $940,084 - $1.14 Million
10,863 New
10,863 $1.12 Million

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Strategic Wealth Advisors Group, LLC Portfolio

Follow Strategic Wealth Advisors Group, 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 Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.