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

Us Advisors Wealth Management, LLC

  • $286 Million
  • Q3 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 32,851 shares of IWP stock, worth $4.27 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
32,851
Previous 29,949 9.69%
Holding current value
$4.27 Million
Previous $3.3 Million 16.56%
% of portfolio
1.35%
Previous 1.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,086
Shares Held
102M
Call Options Held
59.7K
Put Options Held
5.2K
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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