Burt Wealth Advisors Ishares Russell Mid Cap Growth Transaction History

Burt Wealth Advisors

$393 Million
Q1 2024

A detailed history of Burt Wealth Advisors transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Burt Wealth Advisors holds 3,876 shares of IWP stock, worth $427,716. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,876

Previous 3,876 -0.0%

Holding current value

$427,716

Previous $404,000 9.41%

% of portfolio

0.11%

Previous 0.12%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	SELL	$89.97 - $100.32 $230,143 - $256,618	-2,558 Reduced 39.76%	3,876 $354,000
Q1 2023 Apr 13, 2023	SELL	$82.89 - $94.68 $5,802 - $6,627	-70 Reduced 1.08%	6,434 $585,000
Q4 2022 Jan 17, 2023	SELL	$81.31 - $89.88 $76,756 - $84,846	-944 Reduced 12.67%	6,504 $544,000
Q2 2021 Jul 14, 2021	SELL	N/A	-180 Reduced 2.36%	7,448 $843,000
Q1 2021 Apr 15, 2021	BUY	N/A	70 Added 0.93%	7,628 $779,000

Q4 2020 Feb 11, 2021	BUY	N/A	3,779 Added 100.0%	7,558 $776,000
Q3 2020 Nov 10, 2020	SELL	N/A	-200 Reduced 5.03%	3,779 $653,000
Q2 2020 Aug 05, 2020	SELL	N/A	-138 Reduced 3.35%	3,979 $629,000
Q3 2019 Oct 31, 2019	SELL	N/A	-650 Reduced 13.64%	4,117 $582,000
Q2 2019 Aug 05, 2019	SELL	N/A	-30 Reduced 0.63%	4,767 $680,000
Q3 2018 Oct 30, 2018	SELL	N/A	-26 Reduced 0.54%	4,797 $650,000
Q2 2017 Aug 07, 2017	BUY	N/A	4,823	4,823 $521,000

Others Institutions Holding IWP

# of Institutions

1,082

Shares Held

110M

Call Options Held

93.3K

Put Options Held

6.9K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

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Burt Wealth Advisors Ishares Russell Mid Cap Growth Transaction History