Beacon Financial Advisory LLC Ishares Russell Mid Cap Growth Transaction History

Beacon Financial Advisory LLC

  • $280 Million
  • Q4 2024

A detailed history of Beacon Financial Advisory LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 2,048 shares of IWP stock, worth $274,984. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,048
Previous 2,046 0.1%
Holding current value
$274,984
Previous $239,000 8.37%
% of portfolio
0.09%
Previous 0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$116.4 - $138.52 $232 - $277
2 Added 0.1%
2,048 $259,000
Q3 2024

Oct 30, 2024
BUY
$103.87 - $117.59 $207 - $235
2 Added 0.1%
2,046 $239,000
Q2 2024

Jul 26, 2024
BUY
$105.7 - $113.43 $5,390 - $5,784
51 Added 2.56%
2,044 $225,000
Q1 2024

May 01, 2024
BUY
$100.66 - $114.14 $200,615 - $227,481
1,993 New
1,993 $227,000
Q1 2022

Apr 27, 2022
SELL
$89.52 - $114.03 $156,928 - $199,894
-1,753 Closed
0 $0
Q4 2021

Jan 21, 2022
BUY
$109.8 - $123.28 $192,479 - $216,109
1,753 New
1,753 $202,000
Q1 2021

Apr 20, 2021
SELL
$96.94 - $112.05 $195,624 - $226,116
-2,018 Closed
0 $0
Q4 2020

Jan 25, 2021
BUY
$86.54 - $104.78 $37,125 - $44,950
429 Added 27.0%
2,018 $207,000
Q3 2020

Oct 08, 2020
BUY
$79.56 - $90.13 $16,389 - $18,566
206 Added 14.9%
1,589 $274,000
Q2 2020

Jul 07, 2020
BUY
$57.59 - $81.27 $79,646 - $112,396
1,383 New
1,383 $218,000

Others Institutions Holding IWP

# of Institutions
1,122
Shares Held
103M
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
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