Concord Wealth Partners Ishares Russell Mid Cap Growth Transaction History

Concord Wealth Partners

$603 Million
Q4 2024

A detailed history of Concord Wealth Partners transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Concord Wealth Partners holds 329 shares of IWP stock, worth $44,645. This represents 0.01% of its overall portfolio holdings.

Number of Shares

329

Previous 331 0.6%

Holding current value

$44,645

Previous $38,000 7.89%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$116.4 - $138.52 $232 - $277	-2 Reduced 0.6%	329 $41,000
Q3 2024 Oct 24, 2024	BUY	$103.87 - $117.59 $103 - $117	1 Added 0.3%	331 $38,000
Q1 2024 Apr 30, 2024	SELL	$100.66 - $114.14 $10,367 - $11,756	-103 Reduced 23.79%	330 $37,000
Q3 2023 Oct 25, 2023	SELL	$89.97 - $100.32 $89 - $100	-1 Reduced 0.23%	433 $39,000
Q2 2023 Aug 07, 2023	BUY	$87.72 - $96.63 $1,754 - $1,932	20 Added 4.83%	434 $41,000
Q1 2023 Apr 26, 2023	SELL	$82.89 - $94.68 $78,496 - $89,661	-947 Reduced 69.58%	414 $37,000
Q4 2022 Jan 27, 2023	BUY	$77.4 - $89.88 $105,341 - $122,326	1,361 New	1,361 $113,000
Q2 2022 Aug 04, 2022	SELL	$75.41 - $102.47 $829 - $1,127	-11 Reduced 1.37%	791 $63,000
Q1 2022 Apr 20, 2022	BUY	$89.52 - $114.03 $17,724 - $22,577	198 Added 32.78%	802 $81,000
Q4 2021 Jan 21, 2022	BUY	$109.8 - $123.28 $33,269 - $37,353	303 Added 100.66%	604 $70,000
Q3 2021 Nov 09, 2021	BUY	$109.39 - $119.47 $109 - $119	1 Added 0.33%	301 $34,000
Q4 2020 Feb 16, 2021	BUY	$86.54 - $104.78 $25,962 - $31,434	300 New	300 $31,000

Others Institutions Holding IWP

# of Institutions

1,112

Shares Held

102M

Call Options Held

59.7K

Put Options Held

5.2K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

More about IWP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Account

Concord Wealth Partners Ishares Russell Mid Cap Growth Transaction History