Blue Sky Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Blue Sky Wealth Advisors, LLC

  • $642 Million
  • Q3 2024

A detailed history of Blue Sky Wealth Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 5,850 shares of IWP stock, worth $748,507. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,850
Previous 5,850 -0.0%
Holding current value
$748,507
Previous $645,000 6.36%
% of portfolio
0.11%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 27, 2023
SELL
$87.72 - $96.63 $22,544 - $24,833
-257 Reduced 4.21%
5,850 $565,000
Q4 2021

Jan 25, 2022
SELL
$109.8 - $123.28 $4.02 Million - $4.52 Million
-36,642 Reduced 85.71%
6,107 $704,000
Q4 2021

Jan 13, 2022
BUY
$109.8 - $123.28 $3.97 Million - $4.46 Million
36,142 Added 547.03%
42,749 $4.93 Million
Q3 2021

Oct 15, 2021
SELL
$109.39 - $119.47 $11,048 - $12,066
-101 Reduced 1.51%
6,607 $740,000
Q1 2021

Apr 23, 2021
SELL
$96.94 - $112.05 $44,980 - $51,991
-464 Reduced 6.47%
6,708 $714,000
Q4 2020

Feb 03, 2021
BUY
$86.54 - $104.78 $156,983 - $190,070
1,814 Added 33.86%
7,172 $736,000
Q3 2020

Oct 16, 2020
SELL
$79.56 - $90.13 $9,069 - $10,274
-114 Reduced 2.08%
5,358 $999,000
Q1 2020

Apr 21, 2020
SELL
$52.32 - $81.58 $28,043 - $43,726
-536 Reduced 8.92%
5,472 $665,000
Q2 2019

Aug 05, 2019
BUY
N/A
6,008 New
6,008 $857,000

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

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

Track Blue Sky Wealth Advisors, LLC Portfolio

Follow Blue Sky Wealth 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 Blue Sky Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Sky Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email