Annex Advisory Services, LLC Ishares Russell Mid Cap Growth Transaction History

Annex Advisory Services, LLC

  • $3.04 Billion
  • Q2 2025

A detailed history of Annex Advisory Services, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Annex Advisory Services, LLC holds 6,215 shares of IWP stock, worth $861,585. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,215
Previous 3,952 57.26%
Holding current value
$861,585
Previous $464,000 85.56%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jul 11, 2025
BUY
$104.34 - $138.68 $236,121 - $313,832
2,263 Added 57.26%
6,215 $861,000
Q4 2024

Jan 16, 2025
SELL
$116.4 - $138.52 $17,692 - $21,055
-152 Reduced 3.7%
3,952 $500,000
Q3 2024

Oct 10, 2024
BUY
$103.87 - $117.59 $42,794 - $48,447
412 Added 11.16%
4,104 $481,000
Q2 2024

Jul 12, 2024
BUY
$105.7 - $113.43 $16,066 - $17,241
152 Added 4.29%
3,692 $407,000
Q1 2024

Apr 12, 2024
BUY
$100.66 - $114.14 $356,336 - $404,055
3,540 New
3,540 $404,000

Others Institutions Holding IWP

# of Institutions
1,285
Shares Held
132M
Call Options Held
130K
Put Options Held
104K
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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