United Capital Financial Advisers, LLC Ishares Russell Mid Cap Growth Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 21,404 shares of IWP stock, worth $2.68 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
21,404
Previous 22,140 3.32%
Holding current value
$2.68 Million
Previous $2.6 Million 4.47%
% of portfolio
0.02%
Previous 0.01%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$116.4 - $138.52 $85,670 - $101,950
-736 Reduced 3.32%
21,404 $2.71 Million
Q3 2024

Nov 12, 2024
SELL
$103.87 - $117.59 $82,265 - $93,131
-792 Reduced 3.45%
22,140 $2.6 Million
Q2 2024

Aug 14, 2024
SELL
$105.7 - $113.43 $153,159 - $164,360
-1,449 Reduced 5.94%
22,932 $2.53 Million
Q1 2024

May 15, 2024
SELL
$100.66 - $114.14 $732,301 - $830,368
-7,275 Reduced 22.98%
24,381 $2.78 Million
Q4 2023

Feb 14, 2024
SELL
$85.66 - $105.12 $2.57 Million - $3.16 Million
-30,038 Reduced 48.69%
31,656 $3.31 Million
Q3 2023

Nov 14, 2023
BUY
$89.97 - $100.32 $32,119 - $35,814
357 Added 0.58%
61,694 $5.64 Million
Q2 2023

Aug 14, 2023
SELL
$87.72 - $96.63 $137,544 - $151,515
-1,568 Reduced 2.49%
61,337 $5.93 Million
Q1 2023

Aug 14, 2023
BUY
$82.89 - $94.68 $114,553 - $130,847
1,382 Added 2.25%
62,719 $5.71 Million
Q1 2023

May 15, 2023
SELL
$82.89 - $94.68 $106,762 - $121,947
-1,288 Reduced 2.01%
62,905 $5.73 Million
Q4 2022

Feb 14, 2023
BUY
$77.4 - $89.88 $24,458 - $28,402
316 Added 0.49%
64,193 $5.37 Million
Q3 2022

Nov 14, 2022
SELL
$78.02 - $94.38 $281,808 - $340,900
-3,612 Reduced 5.35%
63,877 $5.01 Million
Q2 2022

Aug 11, 2022
SELL
$75.41 - $102.47 $829 - $1,127
-11 Reduced 0.02%
67,489 $5.35 Million
Q1 2022

May 16, 2022
SELL
$89.52 - $114.03 $215,027 - $273,900
-2,402 Reduced 3.44%
67,500 $6.78 Million
Q4 2021

Feb 14, 2022
BUY
$109.8 - $123.28 $632,228 - $709,846
5,758 Added 8.98%
69,902 $8.05 Million
Q3 2021

Nov 15, 2021
BUY
$109.39 - $119.47 $78,760 - $86,018
720 Added 1.14%
64,144 $7.19 Million
Q2 2021

Aug 13, 2021
BUY
$99.98 - $113.73 $15,896 - $18,083
159 Added 0.25%
63,424 $7.18 Million
Q1 2021

May 14, 2021
SELL
$96.94 - $112.05 $249,329 - $288,192
-2,572 Reduced 3.91%
63,265 $6.46 Million
Q4 2020

Feb 17, 2021
BUY
$86.54 - $104.78 $2.55 Million - $3.08 Million
29,432 Added 80.85%
65,837 $6.76 Million
Q3 2020

Nov 13, 2020
BUY
$79.56 - $90.13 $109,713 - $124,289
1,379 Added 3.94%
36,405 $6.29 Million
Q2 2020

Aug 13, 2020
BUY
$57.59 - $81.27 $789,386 - $1.11 Million
13,707 Added 64.29%
35,026 $5.54 Million
Q1 2020

May 15, 2020
SELL
$52.32 - $81.58 $3.02 Million - $4.71 Million
-57,721 Reduced 73.03%
21,319 $2.59 Million
Q4 2019

Feb 14, 2020
BUY
$68.8 - $76.63 $1.46 Million - $1.63 Million
21,239 Added 36.75%
79,040 $12.1 Million
Q3 2019

Nov 14, 2019
BUY
$70.16 - $72.24 $1.41 Million - $1.45 Million
20,072 Added 53.2%
57,801 $8.17 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-53,529 Reduced 58.66%
37,729 $5.38 Million
Q1 2019

May 14, 2019
BUY
N/A
20,997 Added 29.88%
91,258 $12.4 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-17,897 Reduced 20.3%
70,261 $7.99 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-16,327 Reduced 15.63%
88,158 $12 Million
Q2 2018

Aug 14, 2018
BUY
N/A
6,710 Added 6.86%
104,485 $13.2 Million
Q1 2018

May 15, 2018
BUY
N/A
7,966 Added 8.87%
97,775 $12 Million
Q4 2017

Feb 13, 2018
BUY
N/A
19,761 Added 28.21%
89,809 $10.9 Million
Q3 2017

Nov 14, 2017
BUY
N/A
5,232 Added 8.07%
70,048 $7.93 Million
Q2 2017

Aug 14, 2017
BUY
N/A
64,816
64,816 $7.01 Million

Others Institutions Holding IWP

# of Institutions
1,222
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
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, 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 United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email