Dougherty Wealth Advisers LLC Ishares Russell Mid Cap Growth Transaction History

Dougherty Wealth Advisers LLC

  • $135 Million
  • Q1 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 28,514 shares of IWP stock, worth $3.43 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares
28,514
Previous 28,732 0.76%
Holding current value
$3.43 Million
Previous $3.64 Million 7.99%
% of portfolio
2.49%
Previous 2.84%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,226
Shares Held
115M
Call Options Held
84.8K
Put Options Held
13.5K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Dougherty Wealth Advisers LLC Portfolio

Follow Dougherty Wealth Advisers LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Dougherty Wealth Advisers LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email