Wealth Management Partners, LLC Ishares Russell Mid Cap Growth Transaction History

Wealth Management Partners, LLC

$229 Million
Q4 2024

A detailed history of Wealth Management Partners, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Wealth Management Partners, LLC holds 9,022 shares of IWP stock, worth $1.15 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

9,022

Previous 9,161 1.52%

Holding current value

$1.15 Million

Previous $1.07 Million 6.42%

% of portfolio

0.5%

Previous 0.5%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$116.4 - $138.52 $16,179 - $19,254	-139 Reduced 1.52%	9,022 $1.14 Million
Q3 2024 Oct 21, 2024	SELL	$103.87 - $117.59 $16,619 - $18,814	-160 Reduced 1.72%	9,161 $1.07 Million
Q2 2024 Jul 12, 2024	SELL	$105.7 - $113.43 $27,270 - $29,264	-258 Reduced 2.69%	9,321 $1.03 Million
Q1 2024 Apr 12, 2024	SELL	$100.66 - $114.14 $7,448 - $8,446	-74 Reduced 0.77%	9,579 $1.09 Million
Q4 2023 Jan 10, 2024	SELL	$85.66 - $105.12 $13,876 - $17,029	-162 Reduced 1.65%	9,653 $1.01 Million
Q3 2023 Oct 24, 2023	SELL	$89.97 - $100.32 $7,107 - $7,925	-79 Reduced 0.8%	9,815 $896,000
Q2 2023 Jul 24, 2023	SELL	$87.72 - $96.63 $55,175 - $60,780	-629 Reduced 5.98%	9,894 $956,000
Q1 2023 Apr 14, 2023	SELL	$82.89 - $94.68 $39,538 - $45,162	-477 Reduced 4.34%	10,523 $958,000
Q1 2022 Apr 13, 2022	SELL	$89.52 - $114.03 $89,520 - $114,030	-1,000 Reduced 8.33%	11,000 $1.13 Million
Q4 2021 Jan 19, 2022	BUY	$109.8 - $123.28 $16,250 - $18,245	148 Added 1.25%	12,000 $1.35 Million
Q3 2021 Oct 29, 2021	SELL	$109.39 - $119.47 $7,547 - $8,243	-69 Reduced 0.58%	11,852 $1.33 Million
Q2 2021 Jul 14, 2021	SELL	$99.98 - $113.73 $6,798 - $7,733	-68 Reduced 0.57%	11,921 $1.35 Million
Q1 2021 Apr 15, 2021	SELL	$96.94 - $112.05 $85,985 - $99,388	-887 Reduced 6.89%	11,989 $1.25 Million
Q4 2020 Feb 04, 2021	BUY	$86.54 - $104.78 $1.11 Million - $1.35 Million	12,876 New	12,876 $1.35 Million

Others Institutions Holding IWP

# of Institutions

1,223

Shares Held

116M

Call Options Held

84.8K

Put Options Held

13.5K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Wealth Management Partners, LLC Ishares Russell Mid Cap Growth Transaction History