Aj Wealth Strategies, LLC Ishares Russell Mid Cap Growth Transaction History

Aj Wealth Strategies, LLC

  • $2.07 Billion
  • Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 10,225 shares of IWP stock, worth $1.13 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,225
Previous 10,219 0.06%
Holding current value
$1.13 Million
Previous $930,000 6.24%
% of portfolio
0.05%
Previous 0.05%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023
BUY
$87.72 - $96.63 $526 - $579
6 Added 0.06%
10,225 $988,000
Q1 2023

Apr 28, 2023
BUY
$82.89 - $94.68 $994 - $1,136
12 Added 0.12%
10,219 $930,000
Q4 2022

Jan 25, 2023
SELL
$81.31 - $89.88 $284,828 - $314,849
-3,503 Reduced 25.55%
10,207 $853,000
Q3 2022

Oct 27, 2022
BUY
N/A
16 Added 0.12%
13,710 $1.08 Million
Q2 2022

Aug 04, 2022
BUY
N/A
10 Added 0.07%
13,694 $1.09 Million
Q3 2021

Oct 20, 2021
BUY
N/A
3,523 Added 34.67%
13,684 $1.53 Million
Q2 2021

Aug 16, 2021
SELL
N/A
-159 Reduced 1.54%
10,161 $1.15 Million
Q1 2021

May 06, 2021
SELL
N/A
-859 Reduced 7.68%
10,320 $1.05 Million
Q4 2020

Feb 16, 2021
BUY
N/A
5,592 Added 100.09%
11,179 $1.15 Million
Q3 2020

Nov 16, 2020
BUY
N/A
4 Added 0.07%
5,587 $966,000
Q2 2020

Aug 14, 2020
BUY
N/A
3,579 Added 178.59%
5,583 $883,000
Q4 2019

Feb 14, 2020
SELL
N/A
-65 Reduced 3.14%
2,004 $306,000
Q2 2018

Jul 19, 2018
SELL
N/A
-937 Reduced 31.17%
2,069 $262,000
Q2 2017

Jul 19, 2018
BUY
N/A
71 Added 2.42%
3,006 $325,000
Q1 2017

Jul 19, 2018
BUY
N/A
9 Added 0.31%
2,935 $305,000
Q4 2016

Jul 19, 2018
BUY
N/A
2,926
2,926 $285,000

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
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