Concord Wealth Partners Ishares Russell Mid Cap Growth Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

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 $47,221. This represents 0.01% of its overall portfolio holdings.

Number of Shares
329
Previous 329 -0.0%
Holding current value
$47,221
Previous $38,000 18.42%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,310
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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