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

Annex Advisory Services, LLC

  • $2.76 Billion
  • Q3 2024

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 4,104 shares of IWP stock, worth $526,502. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,104
Previous 3,692 11.16%
Holding current value
$526,502
Previous $407,000 18.18%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,085
Shares Held
102M
Call Options Held
59.7K
Put Options Held
5.2K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Annex Advisory Services, LLC Portfolio

Follow Annex Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Annex Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annex Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email