A detailed history of Ccg Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Ccg Wealth Management, LLC holds 1,859 shares of IWP stock, worth $235,089. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,859
Previous 2,070 10.19%
Holding current value
$235,089
Previous $228,000 4.39%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Oct 15, 2024

SELL
$103.87 - $117.59 $21,916 - $24,811
-211 Reduced 10.19%
1,859 $218,000
Q2 2024

Jul 31, 2024

SELL
$105.7 - $113.43 $31,815 - $34,142
-301 Reduced 12.7%
2,070 $228,000
Q4 2023

Jan 30, 2024

SELL
$85.66 - $105.12 $155,301 - $190,582
-1,813 Reduced 43.33%
2,371 $247,000
Q3 2023

Oct 10, 2023

BUY
$89.97 - $100.32 $182,099 - $203,047
2,024 Added 93.7%
4,184 $382,000
Q2 2023

Jul 14, 2023

BUY
$87.72 - $96.63 $189,475 - $208,720
2,160 New
2,160 $208,000
Q1 2021

May 04, 2021

SELL
$96.94 - $112.05 $4,750 - $5,490
-49 Reduced 1.68%
2,865 $292,000
Q4 2020

Feb 04, 2021

BUY
$86.54 - $104.78 $126,088 - $152,664
1,457 Added 100.0%
2,914 $299,000
Q2 2020

Aug 04, 2020

SELL
$57.59 - $81.27 $20,559 - $29,013
-357 Reduced 19.68%
1,457 $230,000
Q1 2020

Apr 24, 2020

SELL
$52.32 - $81.58 $13,236 - $20,639
-253 Reduced 12.24%
1,814 $221,000
Q4 2019

Jan 30, 2020

SELL
$68.8 - $76.63 $22,016 - $24,521
-320 Reduced 13.41%
2,067 $315,000
Q3 2019

Nov 14, 2019

SELL
$70.16 - $72.24 $7,016 - $7,223
-100 Reduced 4.02%
2,387 $337,000
Q1 2019

May 03, 2019

SELL
N/A
-211 Reduced 7.82%
2,487 $337,000
Q4 2018

May 03, 2019

BUY
N/A
2,698 New
2,698 $307,000

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


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