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

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 5,205 shares of IWP stock, worth $665,979. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,205
Previous 5,205 -0.0%
Holding current value
$665,979
Previous $574 Million 6.29%
% of portfolio
0.08%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$105.7 - $113.43 $6,447 - $6,919
-61 Reduced 1.16%
5,205 $574 Million
Q2 2023

Jul 31, 2023
BUY
$87.72 - $96.63 $4,824 - $5,314
55 Added 1.06%
5,266 $509 Million
Q1 2023

May 10, 2023
SELL
$82.89 - $94.68 $115,217 - $131,605
-1,390 Reduced 21.06%
5,211 $474 Million
Q4 2022

Feb 16, 2023
BUY
$77.4 - $89.88 $285,528 - $331,567
3,689 Added 126.68%
6,601 $616 Million
Q1 2022

May 03, 2022
BUY
$89.52 - $114.03 $45,207 - $57,585
505 Added 20.98%
2,912 $260,000
Q4 2021

Feb 01, 2022
BUY
$109.8 - $123.28 $264,288 - $296,734
2,407 New
2,407 $241,000

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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