Aptus Capital Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Aptus Capital Advisors, LLC

  • $11.2 Billion
  • Q2 2025

A detailed history of Aptus Capital Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 368 shares of IWP stock, worth $52,819. This represents 0.0% of its overall portfolio holdings.

Number of Shares
368
Previous 375 1.87%
Holding current value
$52,819
Previous $44,000 15.91%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 11, 2025
SELL
$104.34 - $138.68 $730 - $970
-7 Reduced 1.87%
368 $51,000
Q1 2025

May 13, 2025
SELL
$114.9 - $139.6 $5,055 - $6,142
-44 Reduced 10.5%
375 $44,000
Q4 2024

Feb 14, 2025
SELL
$116.4 - $138.52 $9,777 - $11,635
-84 Reduced 16.7%
419 $53,000
Q3 2024

Nov 05, 2024
BUY
$103.87 - $117.59 $26,798 - $30,338
258 Added 105.31%
503 $58,000
Q2 2024

Jul 31, 2024
SELL
$105.7 - $113.43 $80,120 - $85,979
-758 Reduced 75.57%
245 $27,000
Q1 2024

May 15, 2024
BUY
$100.66 - $114.14 $18,521 - $21,001
184 Added 22.47%
1,003 $114,000
Q4 2023

Feb 13, 2024
SELL
$85.66 - $105.12 $17,303 - $21,234
-202 Reduced 19.78%
819 $85,000
Q3 2023

Nov 08, 2023
BUY
$89.97 - $100.32 $20,963 - $23,374
233 Added 29.57%
1,021 $93,000
Q2 2023

Aug 11, 2023
SELL
$87.72 - $96.63 $87,983 - $96,919
-1,003 Reduced 56.0%
788 $76,000
Q1 2023

May 09, 2023
BUY
$82.89 - $94.68 $65,565 - $74,891
791 Added 79.1%
1,791 $163,000
Q3 2022

Nov 02, 2022
BUY
$78.02 - $94.38 $35,421 - $42,848
454 Added 83.15%
1,000 $78,000
Q2 2022

Jul 29, 2022
BUY
$75.41 - $102.47 $41,173 - $55,948
546 New
546 $43,000
Q4 2020

Feb 10, 2021
SELL
$86.54 - $104.78 $5,971 - $7,229
-69 Closed
0 $0
Q3 2020

Oct 19, 2020
SELL
$79.56 - $90.13 $94,358 - $106,894
-1,186 Reduced 94.5%
69 $11,000
Q2 2020

Jul 22, 2020
SELL
$57.59 - $81.27 $13,879 - $19,586
-241 Reduced 16.11%
1,255 $198,000
Q1 2020

May 07, 2020
BUY
$52.32 - $81.58 $3,296 - $5,139
63 Added 4.4%
1,496 $181,000
Q3 2019

Nov 12, 2019
SELL
$70.16 - $72.24 $12,278 - $12,642
-175 Reduced 10.88%
1,433 $202,000
Q1 2019

May 15, 2019
BUY
N/A
1,608 New
1,608 $218,000

Others Institutions Holding IWP

# of Institutions
1,318
Shares Held
117M
Call Options Held
196K
Put Options Held
340K
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 Aptus Capital Advisors, LLC Portfolio

Follow Aptus Capital Advisors, 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 Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email