A detailed history of Dynamic Advisor Solutions LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 8,528 shares of IWP stock, worth $1.09 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,528
Previous 8,123 4.99%
Holding current value
$1.09 Million
Previous $896,000 11.61%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$103.87 - $117.59 $42,067 - $47,623
405 Added 4.99%
8,528 $1 Million
Q2 2024

Jul 15, 2024

SELL
$105.7 - $113.43 $42,597 - $45,712
-403 Reduced 4.73%
8,123 $896,000
Q1 2024

Apr 12, 2024

BUY
$100.66 - $114.14 $281,546 - $319,249
2,797 Added 48.82%
8,526 $973,000
Q4 2023

Jan 10, 2024

BUY
$85.66 - $105.12 $490,746 - $602,232
5,729 New
5,729 $598,000
Q3 2022

Oct 20, 2022

SELL
$78.02 - $94.38 $78 - $94
-1 Reduced 0.04%
2,638 $207,000
Q2 2022

Jul 27, 2022

BUY
$75.41 - $102.47 $603 - $819
8 Added 0.3%
2,639 $209,000
Q1 2022

Apr 11, 2022

BUY
$89.52 - $114.03 $12,264 - $15,622
137 Added 5.49%
2,631 $264,000
Q4 2021

Jan 26, 2022

SELL
$109.8 - $123.28 $54,570 - $61,270
-497 Reduced 16.62%
2,494 $287,000
Q3 2021

Oct 28, 2021

BUY
$109.39 - $119.47 $28,441 - $31,062
260 Added 9.52%
2,991 $335,000
Q2 2021

Aug 10, 2021

SELL
$99.98 - $113.73 $5,298 - $6,027
-53 Reduced 1.9%
2,731 $309,000
Q1 2021

Apr 27, 2021

SELL
$96.94 - $112.05 $105,761 - $122,246
-1,091 Reduced 28.15%
2,784 $284,000
Q4 2020

Feb 03, 2021

BUY
$86.54 - $104.78 $335,342 - $406,022
3,875 New
3,875 $398,000

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions 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 Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.