Lee Kelleher Wealth Management Ishares Russell Mid Cap Growth Transaction History

Lee Kelleher Wealth Management

  • $162 Billion
  • Q3 2025

A detailed history of Lee Kelleher Wealth Management transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 6,885 shares of IWP stock, worth $988,204. This represents 0.6% of its overall portfolio holdings.

Number of Shares
6,885
Previous 6,992 1.53%
Holding current value
$988,204
Previous $970 Million 1.12%
% of portfolio
0.6%
Previous 0.64%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$137.51 - $145.26 $14,713 - $15,542
-107 Reduced 1.53%
6,885 $980 Million
Q1 2025

May 08, 2025
BUY
$114.9 - $139.6 $12,294 - $14,937
107 Added 1.55%
6,992 $821 Million
Q4 2024

Apr 17, 2025
BUY
$116.4 - $138.52 $801,414 - $953,710
6,885 New
6,885 $873 Million

Others Institutions Holding IWP

# of Institutions
1,318
Shares Held
117M
Call Options Held
196K
Put Options Held
340K
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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