Dougherty Wealth Advisers LLC Ishares Russell Mid Cap Growth Transaction History

Dougherty Wealth Advisers LLC

  • $154 Million
  • Q3 2025

A detailed history of Dougherty Wealth Advisers LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 6,168 shares of IWP stock, worth $844,029. This represents 0.57% of its overall portfolio holdings.

Number of Shares
6,168
Previous 28,369 78.26%
Holding current value
$844,029
Previous $3.93 Million 77.68%
% of portfolio
0.57%
Previous 2.63%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$137.51 - $145.26 $3.05 Million - $3.22 Million
-22,201 Reduced 78.26%
6,168 $878,000
Q2 2025

Jul 22, 2025
SELL
$104.34 - $138.68 $15,129 - $20,108
-145 Reduced 0.51%
28,369 $3.93 Million
Q1 2025

Apr 25, 2025
SELL
$114.9 - $139.6 $25,048 - $30,432
-218 Reduced 0.76%
28,514 $3.35 Million
Q4 2024

Jan 24, 2025
SELL
$116.4 - $138.52 $49,819 - $59,286
-428 Reduced 1.47%
28,732 $3.64 Million
Q3 2024

Oct 30, 2024
SELL
$103.87 - $117.59 $1,350 - $1,528
-13 Reduced 0.04%
29,160 $3.42 Million
Q2 2024

Jul 11, 2024
SELL
$105.7 - $113.43 $5,919 - $6,352
-56 Reduced 0.19%
29,173 $3.22 Million
Q1 2024

Apr 26, 2024
SELL
$100.66 - $114.14 $209,473 - $237,525
-2,081 Reduced 6.65%
29,229 $3.34 Million
Q4 2023

Jan 22, 2024
BUY
$85.66 - $105.12 $2.68 Million - $3.29 Million
31,310 New
31,310 $3.27 Million
Q2 2020

Aug 11, 2020
SELL
$57.59 - $81.27 $121,860 - $171,967
-2,116 Closed
0 $0
Q3 2019

Nov 12, 2019
SELL
$70.16 - $72.24 $147,967 - $152,354
-2,109 Reduced 49.92%
2,116 $299,000
Q4 2018

Feb 11, 2019
BUY
N/A
4,225 New
4,225 $543,000

Others Institutions Holding IWP

# of Institutions
1,317
Shares Held
127M
Call Options Held
167K
Put Options Held
267K
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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