Us Advisors Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Us Advisors Wealth Management, LLC

  • $290 Million
  • Q3 2025

A detailed history of Us Advisors Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 29,970 shares of IWP stock, worth $4.1 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
29,970
Previous 28,190 6.31%
Holding current value
$4.1 Million
Previous $3.91 Million 9.18%
% of portfolio
1.47%
Previous 1.45%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$137.51 - $145.26 $244,767 - $258,562
1,780 Added 6.31%
29,970 $4.27 Million
Q2 2025

Jul 22, 2025
BUY
$104.34 - $138.68 $122,912 - $163,365
1,178 Added 4.36%
28,190 $3.91 Million
Q1 2025

May 06, 2025
BUY
$114.9 - $139.6 $1.88 Million - $2.28 Million
16,328 Added 152.83%
27,012 $3.17 Million
Q4 2024

Jan 23, 2025
SELL
$116.4 - $138.52 $2.58 Million - $3.07 Million
-22,167 Reduced 67.48%
10,684 $1.35 Million
Q3 2024

Nov 07, 2024
BUY
$103.87 - $117.59 $301,430 - $341,246
2,902 Added 9.69%
32,851 $3.85 Million
Q2 2024

Aug 06, 2024
BUY
$105.7 - $113.43 $336,654 - $361,274
3,185 Added 11.9%
29,949 $3.3 Million
Q1 2024

May 02, 2024
BUY
$100.66 - $114.14 $190,851 - $216,409
1,896 Added 7.62%
26,764 $3.05 Million
Q4 2023

Feb 12, 2024
BUY
$85.66 - $105.12 $2.13 Million - $2.61 Million
24,868 New
24,868 $2.6 Million

Others Institutions Holding IWP

# of Institutions
1,318
Shares Held
127M
Call Options Held
167K
Put Options Held
267K
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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