Capital Advisors Inc Ishares Russell Mid Cap Growth Transaction History

Capital Advisors Inc

  • $5.86 Billion
  • Q3 2025

A detailed history of Capital Advisors Inc transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Capital Advisors Inc holds 3,139 shares of IWP stock, worth $450,540. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,139
Previous 3,005 4.46%
Holding current value
$450,540
Previous $416,000 7.45%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$137.51 - $145.26 $18,426 - $19,464
134 Added 4.46%
3,139 $447,000
Q4 2024

Jan 29, 2025
SELL
$116.4 - $138.52 $1,513 - $1,800
-13 Reduced 0.43%
3,005 $380,000
Q3 2024

Oct 28, 2024
SELL
$103.87 - $117.59 $3,219 - $3,645
-31 Reduced 1.02%
3,018 $353,000
Q2 2024

Jul 31, 2024
SELL
$105.7 - $113.43 $6,447 - $6,919
-61 Reduced 1.96%
3,049 $336,000
Q1 2024

Apr 29, 2024
BUY
$100.66 - $114.14 $90,594 - $102,726
900 Added 40.72%
3,110 $354,000
Q3 2023

Oct 24, 2023
SELL
$89.97 - $100.32 $17,994 - $20,064
-200 Reduced 8.3%
2,210 $201,000
Q2 2023

Jul 18, 2023
SELL
$87.72 - $96.63 $27,631 - $30,438
-315 Reduced 11.56%
2,410 $232,000
Q1 2023

Apr 19, 2023
BUY
$82.89 - $94.68 $225,875 - $258,003
2,725 New
2,725 $248,000
Q2 2022

Jul 15, 2022
SELL
$75.41 - $102.47 $174,800 - $237,525
-2,318 Closed
0 $0
Q1 2022

May 05, 2022
BUY
$89.52 - $114.03 $207,507 - $264,321
2,318 New
2,318 $233,000

Others Institutions Holding IWP

# of Institutions
1,310
Shares Held
117M
Call Options Held
196K
Put Options Held
340K
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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