Icon Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Icon Wealth Advisors, LLC

  • $3.4 Billion
  • Q3 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 63,758 shares of IWP stock, worth $8.16 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
63,758
Previous 4,209 1414.8%
Holding current value
$8.16 Million
Previous $464,000 1511.64%
% of portfolio
0.22%
Previous 0.04%

Shares

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

Nov 14, 2024
SELL
$103.87 - $117.59 $6.19 Million - $7 Million
-59,548 Reduced 93.4%
4,210 $493,000
Q3 2024

Nov 12, 2024
BUY
$103.87 - $117.59 $6.19 Million - $7 Million
59,549 Added 1414.8%
63,758 $7.48 Million
Q1 2024

May 15, 2024
BUY
$100.66 - $114.14 $100 - $114
1 Added 0.02%
4,209 $480,000
Q4 2023

Feb 14, 2024
SELL
$85.66 - $105.12 $2,227 - $2,733
-26 Reduced 0.61%
4,208 $439,000
Q3 2022

Jan 25, 2023
BUY
$78.02 - $94.38 $330,336 - $399,604
4,234 New
4,234 $332,000

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
Track This Portfolio

Track Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email