Amj Financial Wealth Management Ishares Russell Mid Cap Growth Transaction History

Amj Financial Wealth Management

$358 Million
Q4 2024

A detailed history of Amj Financial Wealth Management transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Amj Financial Wealth Management holds 6,361 shares of IWP stock, worth $872,220. This represents 0.23% of its overall portfolio holdings.

Number of Shares

6,361

Previous 3,443 84.75%

Holding current value

$872,220

Previous $403,000 100.0%

% of portfolio

0.23%

Previous 0.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$116.4 - $138.52 $339,655 - $404,201	2,918 Added 84.75%	6,361 $806,000
Q3 2024 Nov 12, 2024	SELL	$103.87 - $117.59 $6,439 - $7,290	-62 Reduced 1.77%	3,443 $403,000
Q2 2024 Aug 07, 2024	SELL	$105.7 - $113.43 $348,704 - $374,205	-3,299 Reduced 48.49%	3,505 $386,000
Q1 2024 May 07, 2024	BUY	$100.66 - $114.14 $488,804 - $554,263	4,856 Added 249.28%	6,804 $776,000
Q4 2023 Feb 12, 2024	SELL	$85.66 - $105.12 $470,273 - $577,108	-5,490 Reduced 73.81%	1,948 $203,000
Q3 2023 Nov 13, 2023	BUY	$89.97 - $100.32 $195,234 - $217,694	2,170 Added 41.19%	7,438 $679,000
Q2 2023 Aug 10, 2023	BUY	$87.72 - $96.63 $462,108 - $509,046	5,268 New	5,268 $509,000
Q2 2022 Dec 08, 2022	SELL	$75.41 - $102.47 $155,269 - $210,985	-2,059 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$89.52 - $114.03 $21,395 - $27,253	-239 Reduced 10.4%	2,059 $207,000
Q4 2021 Feb 10, 2022	SELL	$109.8 - $123.28 $118,035 - $132,526	-1,075 Reduced 31.87%	2,298 $265,000
Q3 2021 Nov 12, 2021	BUY	$109.39 - $119.47 $368,972 - $402,972	3,373 New	3,373 $378,000
Q2 2021 Aug 12, 2021	SELL	$99.98 - $113.73 $835,132 - $949,986	-8,353 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$96.94 - $112.05 $178,660 - $206,508	1,843 Added 28.31%	8,353 $853,000
Q4 2020 Feb 09, 2021	BUY	$86.54 - $104.78 $563,375 - $682,117	6,510 New	6,510 $668,000

Others Institutions Holding IWP

# of Institutions

1,148

Shares Held

104M

Call Options Held

59.8K

Put Options Held

5.2K

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About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Amj Financial Wealth Management Ishares Russell Mid Cap Growth Transaction History