Yardley Wealth Management LLC Ishares Russell Mid Cap Growth Transaction History

Yardley Wealth Management LLC

  • $164 Million
  • Q3 2025

A detailed history of Yardley Wealth Management LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Yardley Wealth Management LLC holds 2,200 shares of IWP stock, worth $301,048. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,200
Previous 2,200 -0.0%
Holding current value
$301,048
Previous $305,000 2.62%
% of portfolio
0.19%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$114.9 - $139.6 $758,340 - $921,360
-6,600 Reduced 75.0%
2,200 $258,000
Q4 2024

Feb 10, 2025
BUY
$116.4 - $138.52 $768,240 - $914,232
6,600 Added 300.0%
8,800 $1.07 Million
Q3 2024

Nov 08, 2024
BUY
$103.87 - $117.59 $228,514 - $258,698
2,200 New
2,200 $258,000

Others Institutions Holding IWP

# of Institutions
1,319
Shares Held
127M
Call Options Held
167K
Put Options Held
267K
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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