A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 14,288 shares of IWP stock, worth $1.74 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,288
Previous 13,508 5.77%
Holding current value
$1.74 Million
Previous $1.49 Million 12.42%
% of portfolio
0.04%
Previous 0.04%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

BUY
$103.87 - $117.59 $81,018 - $91,720
780 Added 5.77%
14,288 $1.68 Million
Q2 2024

Jul 10, 2024

BUY
$105.7 - $113.43 $6,130 - $6,578
58 Added 0.43%
13,508 $1.49 Million
Q1 2024

Apr 19, 2024

BUY
$100.66 - $114.14 $18,521 - $21,001
184 Added 1.39%
13,450 $1.54 Million
Q4 2023

Jan 29, 2024

BUY
$85.66 - $105.12 $513 - $630
6 Added 0.05%
13,266 $1.39 Million
Q3 2023

Oct 19, 2023

BUY
$89.97 - $100.32 $911,576 - $1.02 Million
10,132 Added 323.91%
13,260 $1.21 Million
Q2 2023

Jul 14, 2023

SELL
$87.72 - $96.63 $51,053 - $56,238
-582 Reduced 15.69%
3,128 $302,000
Q1 2023

Apr 17, 2023

BUY
$82.89 - $94.68 $17,738 - $20,261
214 Added 6.12%
3,710 $337,000
Q4 2022

Feb 09, 2023

SELL
$77.4 - $89.88 $267,339 - $310,445
-3,454 Reduced 49.7%
3,496 $292,000
Q3 2022

Oct 31, 2022

BUY
$78.02 - $94.38 $234 - $283
3 Added 0.04%
6,950 $545,000
Q2 2022

Aug 03, 2022

SELL
$75.41 - $102.47 $28,957 - $39,348
-384 Reduced 5.24%
6,947 $550,000
Q1 2022

Apr 28, 2022

BUY
$89.52 - $114.03 $44,312 - $56,444
495 Added 7.24%
7,331 $737,000
Q4 2021

Jan 07, 2022

BUY
$109.8 - $123.28 $14,164 - $15,903
129 Added 1.92%
6,836 $788,000
Q3 2021

Nov 02, 2021

SELL
$109.39 - $119.47 $37,411 - $40,858
-342 Reduced 4.85%
6,707 $752,000
Q2 2021

Jul 22, 2021

BUY
$99.98 - $113.73 $400,019 - $455,033
4,001 Added 131.27%
7,049 $798,000
Q1 2021

Apr 12, 2021

SELL
$96.94 - $112.05 $114,873 - $132,779
-1,185 Reduced 27.99%
3,048 $311,000
Q4 2020

Feb 11, 2021

BUY
$86.54 - $104.78 $198,176 - $239,946
2,290 Added 117.86%
4,233 $434,000
Q3 2020

Oct 28, 2020

SELL
$79.56 - $90.13 $9,069 - $10,274
-114 Reduced 5.54%
1,943 $336,000
Q1 2020

Apr 13, 2020

BUY
$52.32 - $81.58 $14,231 - $22,189
272 Added 15.24%
2,057 $271,000
Q3 2019

Oct 15, 2019

SELL
$70.16 - $72.24 $4,209 - $4,334
-60 Reduced 3.25%
1,785 $252,000
Q1 2019

Apr 12, 2019

BUY
N/A
410 Added 28.57%
1,845 $250,000
Q4 2018

Jan 30, 2019

BUY
N/A
166 Added 13.08%
1,435 $163,000
Q3 2018

Nov 01, 2018

BUY
N/A
267 Added 26.65%
1,269 $155,000
Q2 2018

Aug 14, 2018

BUY
N/A
211 Added 26.68%
1,002 $131,000
Q3 2017

Nov 14, 2017

BUY
N/A
791
791 $89,000

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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