Taylor & Morgan Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Taylor & Morgan Wealth Management, LLC

$138 Million
Q4 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 11,156 shares of IWP stock, worth $1.52 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

11,156

Previous 11,410 2.23%

Holding current value

$1.52 Million

Previous $1.34 Million 5.68%

% of portfolio

1.02%

Previous 0.92%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$116.4 - $138.52 $29,565 - $35,184	-254 Reduced 2.23%	11,156 $1.41 Million
Q3 2024 Oct 24, 2024	SELL	$103.87 - $117.59 $7,790 - $8,819	-75 Reduced 0.65%	11,410 $1.34 Million
Q2 2024 Jul 16, 2024	SELL	$105.7 - $113.43 $14,480 - $15,539	-137 Reduced 1.18%	11,485 $1.27 Million
Q1 2024 Apr 15, 2024	SELL	$100.66 - $114.14 $56,872 - $64,489	-565 Reduced 4.64%	11,622 $1.33 Million
Q4 2023 Jan 10, 2024	SELL	$85.66 - $105.12 $14,048 - $17,239	-164 Reduced 1.33%	12,187 $1.27 Million
Q3 2023 Oct 05, 2023	SELL	$89.97 - $100.32 $111,382 - $124,196	-1,238 Reduced 9.11%	12,351 $1.13 Million
Q2 2023 Jul 13, 2023	BUY	$87.72 - $96.63 $175,527 - $193,356	2,001 Added 17.27%	13,589 $1.31 Million
Q1 2023 Apr 06, 2023	BUY	$82.89 - $94.68 $45,755 - $52,263	552 Added 5.0%	11,588 $1.06 Million
Q4 2022 Jan 17, 2023	SELL	$77.4 - $89.88 $928 - $1,078	-12 Reduced 0.11%	11,036 $0
Q3 2022 Oct 12, 2022	BUY	$78.02 - $94.38 $19,192 - $23,217	246 Added 2.28%	11,048 $867,000
Q2 2022 Jul 08, 2022	SELL	$75.41 - $102.47 $912,838 - $1.24 Million	-12,105 Reduced 52.84%	10,802 $856,000
Q1 2022 Apr 18, 2022	BUY	$89.52 - $114.03 $65,618 - $83,583	733 Added 3.31%	22,907 $2.3 Million
Q4 2021 Jan 21, 2022	BUY	$109.8 - $123.28 $2.43 Million - $2.73 Million	22,174 New	22,174 $2.56 Million

Others Institutions Holding IWP

# of Institutions

1,109

Shares Held

102M

Call Options Held

59.7K

Put Options Held

5.2K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Taylor & Morgan Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History