Whitaker Myers Wealth Managers, Ltd. Ishares Russell Mid Cap Growth Transaction History

Whitaker Myers Wealth Managers, Ltd.

$343 Billion
Q4 2024

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 107,773 shares of IWP stock, worth $13.7 Million. This represents 3.98% of its overall portfolio holdings.

Number of Shares

107,773

Previous 99,119 8.73%

Holding current value

$13.7 Million

Previous $11.6 Billion 17.5%

% of portfolio

3.98%

Previous 3.87%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$116.4 - $138.52 $1.01 Million - $1.2 Million	8,654 Added 8.73%	107,773 $13.7 Billion
Q3 2024 Oct 18, 2024	BUY	$103.87 - $117.59 $782,141 - $885,452	7,530 Added 8.22%	99,119 $11.6 Billion
Q2 2024 Jul 26, 2024	BUY	$105.7 - $113.43 $2.13 Million - $2.29 Million	20,175 Added 28.25%	91,589 $10.1 Billion
Q1 2024 Apr 12, 2024	BUY	$100.66 - $114.14 $865,877 - $981,832	8,602 Added 13.69%	71,414 $8.15 Billion
Q4 2023 Jan 12, 2024	BUY	$85.66 - $105.12 $784,474 - $962,688	9,158 Added 17.07%	62,812 $6.56 Billion
Q3 2023 Oct 05, 2023	BUY	$89.97 - $100.32 $1.11 Million - $1.23 Million	12,286 Added 29.7%	53,654 $4.9 Billion
Q2 2023 Jul 13, 2023	BUY	$87.72 - $96.63 $653,514 - $719,893	7,450 Added 21.96%	41,368 $4 Billion
Q1 2023 Apr 21, 2023	BUY	$82.89 - $94.68 $1.17 Million - $1.34 Million	14,122 Added 71.34%	33,918 $3.09 Billion
Q4 2022 Apr 21, 2023	BUY	$77.4 - $89.88 $1.53 Million - $1.78 Million	19,796 New	19,796 $1.65 Billion

Others Institutions Holding IWP

# of Institutions

1,217

Shares Held

116M

Call Options Held

84.8K

Put Options Held

13.5K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

More about IWP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Whitaker Myers Wealth Managers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Whitaker Myers Wealth Managers, Ltd. with notifications on news.

Account

Whitaker Myers Wealth Managers, Ltd. Ishares Russell Mid Cap Growth Transaction History