Eisner Amper Wealth Management Corporate Benefits, LLC Ishares Russell Mid Cap Growth Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

A detailed history of Eisner Amper Wealth Management Corporate Benefits, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Eisner Amper Wealth Management Corporate Benefits, LLC holds 32,541 shares of IWP stock, worth $4.66 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares

32,541

Previous 34,242 4.97%

Holding current value

$4.66 Million

Previous $3.13 Million 8.66%

% of portfolio

1.24%

Previous 1.4%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 03, 2024	SELL	$85.66 - $105.12 $145,707 - $178,809	-1,701 Reduced 4.97%	32,541 $3.4 Million
Q3 2023 Oct 10, 2023	BUY	$89.97 - $100.32 $273,868 - $305,374	3,044 Added 9.76%	34,242 $3.13 Million
Q2 2023 Jul 11, 2023	BUY	$87.72 - $96.63 $17,456 - $19,229	199 Added 0.64%	31,198 $3.02 Million
Q1 2023 Apr 04, 2023	SELL	$82.89 - $94.68 $119,195 - $136,149	-1,438 Reduced 4.43%	30,999 $2.82 Million
Q4 2022 Jan 03, 2023	BUY	$77.4 - $89.88 $25,387 - $29,480	328 Added 1.02%	32,437 $2.71 Million
Q3 2022 Oct 03, 2022	SELL	$78.02 - $94.38 $7,411 - $8,966	-95 Reduced 0.29%	32,109 $2.52 Million
Q2 2022 Jul 01, 2022	BUY	$75.41 - $102.47 $96,373 - $130,956	1,278 Added 4.13%	32,204 $2.55 Million
Q1 2022 Apr 01, 2022	BUY	$89.52 - $114.03 $297,564 - $379,035	3,324 Added 12.04%	30,926 $3.11 Million
Q4 2021 Jan 03, 2022	BUY	$109.8 - $123.28 $30,195 - $33,902	275 Added 1.01%	27,602 $3.18 Million
Q3 2021 Oct 01, 2021	SELL	$109.39 - $119.47 $602,848 - $658,399	-5,511 Reduced 16.78%	27,327 $3.06 Million
Q2 2021 Jul 01, 2021	BUY	$99.98 - $113.73 $38,492 - $43,786	385 Added 1.19%	32,838 $3.72 Million
Q1 2021 Apr 01, 2021	SELL	$96.94 - $112.05 $2,811 - $3,249	-29 Reduced 0.09%	32,453 $3.31 Million
Q4 2020 Jan 04, 2021	BUY	$86.54 - $104.78 $1.4 Million - $1.69 Million	16,121 Added 98.53%	32,482 $3.33 Million
Q3 2020 Oct 01, 2020	SELL	$79.56 - $90.13 $71,842 - $81,387	-903 Reduced 5.23%	16,361 $2.83 Million
Q2 2020 Jul 01, 2020	BUY	$57.59 - $81.27 $23,784 - $33,564	413 Added 2.45%	17,264 $2.73 Million
Q1 2020 Apr 01, 2020	BUY	$52.32 - $81.58 $18,678 - $29,124	357 Added 2.16%	16,851 $2.05 Million
Q4 2019 Jan 02, 2020	SELL	$68.8 - $76.63 $30,340 - $33,793	-441 Reduced 2.6%	16,494 $2.52 Million
Q3 2019 Oct 01, 2019	BUY	$70.16 - $72.24 $3,227 - $3,323	46 Added 0.27%	16,935 $2.39 Million
Q2 2019 Jul 01, 2019	SELL	N/A	-201 Reduced 1.18%	16,889 $2.41 Million
Q1 2019 Apr 01, 2019	BUY	N/A	507 Added 3.06%	17,090 $2.32 Million
Q4 2018 Jan 02, 2019	BUY	N/A	453 Added 2.81%	16,583 $1.89 Million
Q3 2018 Oct 02, 2018	BUY	N/A	274 Added 1.73%	16,130 $2.19 Million
Q2 2018 Jul 05, 2018	BUY	N/A	73 Added 0.46%	15,856 $2.01 Million
Q1 2018 Apr 02, 2018	BUY	N/A	15,783 New	15,783 $1.94 Million

Others Institutions Holding IWP

# of Institutions

1,305

Shares Held

131M

Call Options Held

196K

Put Options Held

340K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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Eisner Amper Wealth Management Corporate Benefits, LLC Ishares Russell Mid Cap Growth Transaction History