Atticus Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Atticus Wealth Management, LLC

$281 Million
Q1 2025

A detailed history of Atticus Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 7,570 shares of IWP stock, worth $918,165. This represents 0.32% of its overall portfolio holdings.

Number of Shares

7,570

Previous 8,352 9.36%

Holding current value

$918,165

Previous $1.06 Million 15.97%

% of portfolio

0.32%

Previous 0.36%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$114.9 - $139.6 $89,851 - $109,167	-782 Reduced 9.36%	7,570 $889,000
Q4 2024 Jan 22, 2025	SELL	$116.4 - $138.52 $30,613 - $36,430	-263 Reduced 3.05%	8,352 $1.06 Million
Q3 2024 Oct 15, 2024	SELL	$103.87 - $117.59 $61,387 - $69,495	-591 Reduced 6.42%	8,615 $1.01 Million
Q2 2024 Jul 17, 2024	SELL	$105.7 - $113.43 $165,314 - $177,404	-1,564 Reduced 14.52%	9,206 $1.02 Million
Q1 2024 Apr 17, 2024	SELL	$100.66 - $114.14 $21,843 - $24,768	-217 Reduced 1.98%	10,770 $1.23 Million
Q4 2023 Jan 17, 2024	SELL	$85.66 - $105.12 $118,382 - $145,275	-1,382 Reduced 11.17%	10,987 $1.15 Million
Q3 2023 Nov 15, 2023	SELL	$89.97 - $100.32 $11,156 - $12,439	-124 Reduced 0.99%	12,369 $1.13 Million
Q2 2023 Jul 20, 2023	SELL	$87.72 - $96.63 $5,350 - $5,894	-61 Reduced 0.49%	12,493 $1.21 Million
Q1 2023 Apr 17, 2023	SELL	$82.89 - $94.68 $158,154 - $180,649	-1,908 Reduced 13.19%	12,554 $1.14 Million
Q4 2022 Jan 31, 2023	BUY	$77.4 - $89.88 $1.12 Million - $1.3 Million	14,462 New	14,462 $1.21 Million
Q2 2022 Jul 13, 2022	SELL	$75.41 - $102.47 $9,803 - $13,321	-130 Reduced 0.83%	15,473 $1.23 Million
Q1 2022 Apr 15, 2022	BUY	$89.52 - $114.03 $1,074 - $1,368	12 Added 0.08%	15,603 $1.57 Million
Q4 2021 Jan 26, 2022	SELL	$109.8 - $123.28 $4,172 - $4,684	-38 Reduced 0.24%	15,591 $1.8 Million
Q3 2021 Oct 18, 2021	SELL	$109.39 - $119.47 $80,948 - $88,407	-740 Reduced 4.52%	15,629 $1.75 Million
Q2 2021 Jul 21, 2021	BUY	$99.98 - $113.73 $999 - $1,137	10 Added 0.06%	16,369 $1.85 Million
Q1 2021 Apr 15, 2021	SELL	$96.94 - $112.05 $18,806 - $21,737	-194 Reduced 1.17%	16,359 $1.67 Million
Q4 2020 Jan 20, 2021	BUY	$86.54 - $104.78 $712,310 - $862,444	8,231 Added 98.91%	16,553 $1.7 Million
Q3 2020 Oct 21, 2020	BUY	$79.56 - $90.13 $2,148 - $2,433	27 Added 0.33%	8,322 $1.44 Million
Q2 2020 Jul 15, 2020	SELL	$57.59 - $81.27 $167,241 - $236,008	-2,904 Reduced 25.93%	8,295 $1.31 Million
Q1 2020 Apr 23, 2020	SELL	$52.32 - $81.58 $173,493 - $270,519	-3,316 Reduced 22.85%	11,199 $1.36 Million
Q4 2019 Feb 03, 2020	BUY	$68.8 - $76.63 $998,632 - $1.11 Million	14,515 New	14,515 $2.22 Million

Others Institutions Holding IWP

# of Institutions

1,214

Shares Held

117M

Call Options Held

84.8K

Put Options Held

13.5K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Atticus Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History