Adviser Investments LLC Ishares Russell Mid Cap Growth Transaction History

Adviser Investments LLC

  • $7.85 Billion
  • Q2 2025

A detailed history of Adviser Investments LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Adviser Investments LLC holds 20,165 shares of IWP stock, worth $2.89 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
20,165
Previous 20,279 0.56%
Holding current value
$2.89 Million
Previous $2.38 Million 17.38%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Aug 06, 2025
SELL
$104.34 - $138.68 $11,894 - $15,809
-114 Reduced 0.56%
20,165 $2.8 Million
Q1 2025

May 13, 2025
SELL
$114.9 - $139.6 $1,953 - $2,373
-17 Reduced 0.08%
20,279 $2.38 Million
Q4 2024

Feb 12, 2025
SELL
$116.4 - $138.52 $47,607 - $56,654
-409 Reduced 1.98%
20,296 $2.57 Million
Q3 2024

Nov 08, 2024
SELL
$103.87 - $117.59 $10,490 - $11,876
-101 Reduced 0.49%
20,705 $2.43 Million
Q2 2024

Aug 12, 2024
BUY
$105.7 - $113.43 $5,390 - $5,784
51 Added 0.25%
20,806 $2.3 Million
Q1 2024

Apr 29, 2024
SELL
$100.66 - $114.14 $2,818 - $3,195
-28 Reduced 0.13%
20,755 $2.37 Million
Q4 2023

Feb 01, 2024
BUY
$85.66 - $105.12 $379,816 - $466,102
4,434 Added 27.12%
20,783 $2.17 Million
Q3 2023

Oct 11, 2023
BUY
$89.97 - $100.32 $8,817 - $9,831
98 Added 0.6%
16,349 $1.49 Million
Q2 2023

Aug 04, 2023
BUY
$87.72 - $96.63 $1.43 Million - $1.57 Million
16,251 New
16,251 $1.57 Million
Q3 2022

Oct 14, 2022
SELL
$78.02 - $94.38 $25,980 - $31,428
-333 Reduced 4.23%
7,531 $591,000
Q2 2022

Jul 14, 2022
BUY
$75.41 - $102.47 $405,328 - $550,776
5,375 Added 215.95%
7,864 $623,000
Q1 2022

May 04, 2022
BUY
$89.52 - $114.03 $222,815 - $283,820
2,489 New
2,489 $250,000
Q1 2019

May 07, 2019
SELL
N/A
-2,915 Closed
0 $0
Q4 2018

Jan 25, 2019
BUY
N/A
2,915 New
2,915 $331,000

Others Institutions Holding IWP

# of Institutions
1,317
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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