Burt Wealth Advisors Ishares Russell Mid Cap Growth Transaction History

Burt Wealth Advisors

  • $399 Million
  • Q3 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 3,676 shares of IWP stock, worth $495,929. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,676
Previous 3,876 5.16%
Holding current value
$495,929
Previous $427,000 0.94%
% of portfolio
0.11%
Previous 0.11%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$103.87 - $117.59 $20,774 - $23,518
-200 Reduced 5.16%
3,676 $431,000
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
$77.4 - $89.88 $73,065 - $84,846
-944 Reduced 12.67%
6,504 $544,000
Q2 2021

Jul 14, 2021
SELL
$99.98 - $113.73 $17,996 - $20,471
-180 Reduced 2.36%
7,448 $843,000
Q1 2021

Apr 15, 2021
BUY
$96.94 - $112.05 $6,785 - $7,843
70 Added 0.93%
7,628 $779,000
Q4 2020

Feb 11, 2021
BUY
$86.54 - $104.78 $327,034 - $395,963
3,779 Added 100.0%
7,558 $776,000
Q3 2020

Nov 10, 2020
SELL
$79.56 - $90.13 $15,912 - $18,026
-200 Reduced 5.03%
3,779 $653,000
Q2 2020

Aug 05, 2020
SELL
$57.59 - $81.27 $7,947 - $11,215
-138 Reduced 3.35%
3,979 $629,000
Q3 2019

Oct 31, 2019
SELL
$70.16 - $72.24 $45,604 - $46,956
-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
1,087
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
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