Amj Financial Wealth Management Ishares Russell Mid Cap Growth Transaction History

Amj Financial Wealth Management

  • $335 Million
  • Q1 2025

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 8,408 shares of IWP stock, worth $1.11 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
8,408
Previous 6,361 32.18%
Holding current value
$1.11 Million
Previous $806,000 22.46%
% of portfolio
0.3%
Previous 0.23%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$114.9 - $139.6 $235,200 - $285,761
2,047 Added 32.18%
8,408 $987,000
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
1,212
Shares Held
119M
Call Options Held
132K
Put Options Held
92.9K
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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