A detailed history of Capital Investment Advisory Services, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 133 shares of IWP stock, worth $17,062. This represents 0.0% of its overall portfolio holdings.

Number of Shares
133
Previous 219 39.27%
Holding current value
$17,062
Previous $24,000 37.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 30, 2024

SELL
$103.87 - $117.59 $8,932 - $10,112
-86 Reduced 39.27%
133 $15,000
Q1 2024

Apr 25, 2024

BUY
$100.66 - $114.14 $6,341 - $7,190
63 Added 40.38%
219 $24,000
Q4 2023

Feb 01, 2024

BUY
$85.66 - $105.12 $1,027 - $1,261
12 Added 8.33%
156 $16,000
Q3 2023

Nov 02, 2023

SELL
$89.97 - $100.32 $89 - $100
-1 Reduced 0.69%
144 $13,000
Q2 2023

Jul 28, 2023

BUY
$87.72 - $96.63 $964 - $1,062
11 Added 8.21%
145 $14,000
Q1 2023

Apr 21, 2023

BUY
$82.89 - $94.68 $82 - $94
1 Added 0.75%
134 $12,000
Q4 2022

Feb 03, 2023

BUY
$77.4 - $89.88 $3,637 - $4,224
47 Added 54.65%
133 $11,000
Q3 2022

Oct 26, 2022

SELL
$78.02 - $94.38 $50,322 - $60,875
-645 Reduced 88.24%
86 $7,000
Q2 2022

Jul 22, 2022

BUY
$75.41 - $102.47 $48,639 - $66,093
645 Added 750.0%
731 $58,000
Q4 2020

Jan 25, 2021

BUY
$86.54 - $104.78 $3,721 - $4,505
43 Added 100.0%
86 $9,000
Q3 2020

Oct 19, 2020

BUY
$79.56 - $90.13 $3,421 - $3,875
43 New
43 $7,000

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Capital Investment Advisory Services, LLC Portfolio

Follow Capital Investment Advisory Services, 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 Capital Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Investment Advisory Services, LLC with notifications on news.