Caldwell Trust CO Ishares Russell Mid Cap Growth Transaction History

Caldwell Trust CO

  • $1 Trillion
  • Q2 2025

A detailed history of Caldwell Trust CO transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Caldwell Trust CO holds 3,248 shares of IWP stock, worth $466,185. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,248
Holding current value
$466,185
% of portfolio
0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 22, 2025
BUY
$104.34 - $138.68 $338,896 - $450,432
3,248 New
3,248 $450 Million
Q3 2023

Oct 01, 2025
BUY
$89.97 - $100.32 $49,483 - $55,175
550 Added 20.39%
3,248 $297 Million
Q1 2023

Oct 01, 2025
SELL
$82.89 - $94.68 $45,589 - $52,074
-550 Reduced 16.93%
2,698 $246 Million
Q4 2022

Oct 01, 2025
SELL
$77.4 - $89.88 $156,812 - $182,096
-2,026 Reduced 42.89%
2,698 $226 Million
Q3 2022

Oct 01, 2025
BUY
$78.02 - $94.38 $115,157 - $139,304
1,476 Added 45.44%
4,724 $371 Million
Q1 2022

Oct 01, 2025
BUY
$89.52 - $114.03 $132,131 - $168,308
1,476 Added 45.44%
4,724 $475 Million
Q1 2021

Oct 02, 2025
BUY
$96.94 - $112.05 $143,083 - $165,385
1,476 Added 45.44%
4,724 $482 Million
Q4 2020

Oct 02, 2025
BUY
$86.54 - $104.78 $127,733 - $154,655
1,476 Added 45.44%
4,724 $485 Million
Q1 2020

Oct 02, 2025
SELL
$52.32 - $81.58 $46,355 - $72,279
-886 Reduced 27.28%
2,362 $287 Million
Q4 2019

Oct 06, 2025
SELL
$68.8 - $76.63 $58,548 - $65,212
-851 Reduced 26.2%
2,397 $366 Million

Others Institutions Holding IWP

# of Institutions
1,311
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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