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

Us Advisors Wealth Management, LLC

  • $308 Million
  • Q4 2024

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 10,684 shares of IWP stock, worth $1.34 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
10,684
Previous 32,851 67.48%
Holding current value
$1.34 Million
Previous $3.85 Million 64.84%
% of portfolio
0.44%
Previous 1.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,222
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 Us Advisors Wealth Management, LLC Portfolio

Follow Us Advisors Wealth Management, 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 Us Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email