9258 Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

9258 Wealth Management, LLC

  • $634 Million
  • Q1 2024

A detailed history of 9258 Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 48,970 shares of IWP stock, worth $5.4 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
48,970
Previous 47,897 2.24%
Holding current value
$5.4 Million
Previous $5 Million 11.71%
% of portfolio
0.88%
Previous 0.89%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$100.66 - $114.14 $108,008 - $122,472
1,073 Added 2.24%
48,970 $5.59 Million
Q4 2023

Feb 06, 2024
BUY
$85.66 - $105.12 $374,762 - $459,900
4,375 Added 10.05%
47,897 $5 Million
Q3 2023

Nov 08, 2023
BUY
$89.97 - $100.32 $783,278 - $873,385
8,706 Added 25.01%
43,522 $3.98 Million
Q2 2023

Aug 08, 2023
BUY
$87.72 - $96.63 $2.74 Million - $3.02 Million
31,278 Added 884.06%
34,816 $3.36 Million
Q4 2022

Feb 03, 2023
SELL
$81.31 - $89.88 $26,832 - $29,660
-330 Reduced 8.53%
3,538 $295,000
Q3 2022

Nov 08, 2022
SELL
N/A
-65 Reduced 1.65%
3,868 $303,000
Q2 2022

Aug 04, 2022
SELL
N/A
-124 Reduced 3.06%
3,933 $312,000
Q1 2022

May 13, 2022
SELL
N/A
-13 Reduced 0.32%
4,057 $408,000
Q4 2021

Feb 11, 2022
BUY
N/A
122 Added 3.09%
4,070 $469,000
Q3 2021

Nov 12, 2021
SELL
N/A
-11 Reduced 0.28%
3,948 $442,000
Q2 2021

Aug 13, 2021
BUY
N/A
17 Added 0.43%
3,959 $448,000
Q4 2020

Feb 10, 2021
BUY
N/A
2,536 Added 180.37%
3,942 $405,000
Q2 2020

Aug 13, 2020
BUY
N/A
1,406 New
1,406 $222,000
Q1 2020

May 05, 2020
SELL
N/A
-1,374 Closed
0 $0
Q4 2019

Feb 06, 2020
BUY
N/A
1,374 New
1,374 $210,000

Others Institutions Holding IWP

# of Institutions
1,082
Shares Held
110M
Call Options Held
93.3K
Put Options Held
6.9K
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 9258 Wealth Management, LLC Portfolio

Follow 9258 Wealth Management, 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 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email