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 3,110 shares of IWP stock, worth $342,970. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,110
Previous 2,210 40.72%
Holding current value
$342,970
Previous $230,000 53.91%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-2,318 Closed
0 $0
Q1 2022

May 05, 2022

BUY
N/A
2,318 New
2,318 $233,000

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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