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

Arcadia Wealth Management, LLC

$198 Billion
Q4 2024

A detailed history of Arcadia Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Arcadia Wealth Management, LLC holds 33,082 shares of IWP stock, worth $4.46 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares

33,082

Previous 32,176 2.82%

Holding current value

$4.46 Million

Previous $3.77 Billion 11.33%

% of portfolio

2.12%

Previous 1.98%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$116.4 - $138.52 $105,458 - $125,499	906 Added 2.82%	33,082 $4.19 Billion
Q3 2024 Nov 07, 2024	SELL	$103.87 - $117.59 $72,501 - $82,077	-698 Reduced 2.12%	32,176 $3.77 Billion
Q2 2024 Jul 26, 2024	SELL	$105.7 - $113.43 $6,764 - $7,259	-64 Reduced 0.19%	32,874 $3.63 Billion
Q1 2024 May 08, 2024	BUY	$100.66 - $114.14 $16,910 - $19,175	168 Added 0.51%	32,938 $3.76 Billion
Q4 2023 Jan 23, 2024	BUY	$85.66 - $105.12 $211,922 - $260,066	2,474 Added 8.17%	32,770 $3.42 Billion
Q3 2023 Nov 14, 2023	BUY	$89.97 - $100.32 $71,166 - $79,353	791 Added 2.68%	30,296 $2.77 Billion
Q2 2023 Aug 14, 2023	BUY	$87.72 - $96.63 $250,352 - $275,782	2,854 Added 10.71%	29,505 $2.85 Billion
Q1 2023 Apr 20, 2023	BUY	$82.89 - $94.68 $133,618 - $152,624	1,612 Added 6.44%	26,651 $2.43 Billion
Q4 2022 Feb 07, 2023	BUY	$77.4 - $89.88 $1.94 Million - $2.25 Million	25,039 New	25,039 $2.09 Billion

Others Institutions Holding IWP

# of Institutions

1,130

Shares Held

104M

Call Options Held

59.8K

Put Options Held

5.2K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

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