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 20,705 shares of IWP stock, worth $2.75 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,705
Previous 20,806 0.49%
Holding current value
$2.75 Million
Previous $2.3 Million 5.8%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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