Arkadios Wealth Advisors Ishares Russell Mid Cap Growth Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Arkadios Wealth Advisors holds 20,168 shares of IWP stock, worth $2.62 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

20,168

Previous 12,569 60.46%

Holding current value

$2.62 Million

Previous $1.39 Million 70.63%

% of portfolio

0.14%

Previous 0.1%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$103.87 - $117.59 $789,308 - $893,566	7,599 Added 60.46%	20,168 $2.37 Million
Q2 2024 Jul 29, 2024	BUY	$105.7 - $113.43 $159,818 - $171,506	1,512 Added 13.67%	12,569 $1.39 Million
Q1 2024 Apr 30, 2024	BUY	$100.66 - $114.14 $72,475 - $82,180	720 Added 6.97%	11,057 $1.26 Million
Q4 2023 Jan 24, 2024	SELL	$85.66 - $105.12 $78,464 - $96,289	-916 Reduced 8.14%	10,337 $1.08 Million
Q3 2023 Oct 13, 2023	SELL	$89.97 - $100.32 $18,443 - $20,565	-205 Reduced 1.79%	11,253 $1.03 Million
Q2 2023 Jul 26, 2023	SELL	$87.72 - $96.63 $44,035 - $48,508	-502 Reduced 4.2%	11,458 $1.11 Million
Q1 2023 May 02, 2023	SELL	$82.89 - $94.68 $62,664 - $71,578	-756 Reduced 5.95%	11,960 $1.09 Million
Q4 2022 Jan 11, 2023	BUY	$77.4 - $89.88 $124,614 - $144,706	1,610 Added 14.5%	12,716 $0
Q3 2022 Oct 21, 2022	BUY	$78.02 - $94.38 $454,232 - $549,480	5,822 Added 110.18%	11,106 $871,000
Q2 2022 Jul 14, 2022	BUY	$75.41 - $102.47 $66,436 - $90,276	881 Added 20.01%	5,284 $419,000
Q1 2022 May 02, 2022	SELL	$89.52 - $114.03 $20,500 - $26,112	-229 Reduced 4.94%	4,403 $443,000
Q4 2021 Feb 03, 2022	SELL	$109.8 - $123.28 $5,050 - $5,670	-46 Reduced 0.98%	4,632 $534,000
Q3 2021 Oct 19, 2021	SELL	$109.39 - $119.47 $1.39 Million - $1.52 Million	-12,731 Reduced 73.13%	4,678 $524,000
Q2 2021 Jul 28, 2021	SELL	$99.98 - $113.73 $121,175 - $137,840	-1,212 Reduced 6.51%	17,409 $1.97 Million
Q1 2021 Apr 26, 2021	SELL	$96.94 - $112.05 $159,854 - $184,770	-1,649 Reduced 8.14%	18,621 $1.9 Million
Q4 2020 Feb 09, 2021	BUY	$86.54 - $104.78 $1.45 Million - $1.75 Million	16,711 Added 469.54%	20,270 $2.08 Million
Q2 2020 Aug 10, 2020	BUY	$57.59 - $81.27 $200,585 - $283,063	3,483 Added 4582.89%	3,559 $575 Million
Q4 2019 Feb 14, 2020	BUY	$68.8 - $76.63 $5,228 - $5,823	76 New	76 $0

Others Institutions Holding IWP

# of Institutions

1,086

Shares Held

102M

Call Options Held

59.7K

Put Options Held

5.2K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

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Arkadios Wealth Advisors Ishares Russell Mid Cap Growth Transaction History