Connecticut Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Connecticut Wealth Management, LLC

  • $1.88 Billion
  • Q1 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 101,288 shares of IWP stock, worth $11.2 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
101,288
Previous 101,288 -0.0%
Holding current value
$11.2 Million
Previous $10.6 Million 9.27%
% of portfolio
0.62%
Previous 0.61%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
SELL
$85.66 - $105.12 $4,283 - $5,256
-50 Reduced 0.05%
101,288 $10.6 Million
Q2 2023

Jul 25, 2023
SELL
$87.72 - $96.63 $29,824 - $32,854
-340 Reduced 0.33%
101,338 $9.79 Million
Q1 2023

Apr 18, 2023
BUY
$82.89 - $94.68 $12,930 - $14,770
156 Added 0.15%
101,678 $9.26 Million
Q4 2022

Jan 17, 2023
BUY
$81.31 - $89.88 $6,342 - $7,010
78 Added 0.08%
101,522 $0
Q3 2022

Nov 02, 2022
BUY
N/A
406 Added 0.4%
101,444 $7.96 Million
Q2 2022

Jul 12, 2022
BUY
N/A
137 Added 0.14%
101,038 $8 Million
Q4 2021

Jan 24, 2022
BUY
N/A
1 Added 0.0%
100,901 $11.6 Million
Q2 2021

Jul 29, 2021
BUY
N/A
100,900 New
100,900 $11.4 Million
Q4 2020

Jan 29, 2021
SELL
N/A
-50,963 Closed
0 $0
Q3 2020

Oct 13, 2020
BUY
N/A
50,963 New
50,963 $8.81 Million
Q2 2020

Jul 14, 2020
SELL
N/A
-51,453 Closed
0 $0
Q4 2019

Jan 29, 2020
SELL
N/A
-290 Reduced 0.56%
51,453 $7.85 Million
Q2 2019

Jul 29, 2019
BUY
N/A
51,743 New
51,743 $7.38 Million

Others Institutions Holding IWP

# of Institutions
1,082
Shares Held
110M
Call Options Held
93.3K
Put Options Held
6.9K
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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