Epg Wealth Management LLC Ishares Russell Mid Cap Growth Transaction History

Epg Wealth Management LLC

$359 Billion
Q1 2025

A detailed history of Epg Wealth Management LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Epg Wealth Management LLC holds 7,839 shares of IWP stock, worth $1.12 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

7,839

Previous 9,056 13.44%

Holding current value

$1.12 Million

Previous $1.15 Billion 19.76%

% of portfolio

0.26%

Previous 0.3%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$114.9 - $139.6 $139,833 - $169,893	-1,217 Reduced 13.44%	7,839 $921 Million
Q4 2024 Feb 14, 2025	SELL	$116.4 - $138.52 $465 - $554	-4 Reduced 0.04%	9,056 $1.15 Billion
Q3 2024 Nov 13, 2024	BUY	$103.87 - $117.59 $941,062 - $1.07 Million	9,060 New	9,060 $1.06 Billion
Q2 2024 Aug 13, 2024	SELL	$105.7 - $113.43 $1.1 Million - $1.18 Million	-10,429 Closed	0 $0
Q1 2024 May 14, 2024	BUY	$100.66 - $114.14 $1,610 - $1,826	16 Added 0.15%	10,429 $1.19 Million
Q4 2023 Feb 14, 2024	BUY	$85.66 - $105.12 $52,852 - $64,859	617 Added 6.3%	10,413 $1.09 Million
Q3 2023 Nov 13, 2023	SELL	$89.97 - $100.32 $1,079 - $1,203	-12 Reduced 0.12%	9,796 $894,000
Q2 2023 Aug 15, 2023	BUY	$87.72 - $96.63 $526 - $579	6 Added 0.06%	9,808 $947,000
Q1 2023 May 15, 2023	BUY	$82.89 - $94.68 $911 - $1,041	11 Added 0.11%	9,802 $892,000
Q4 2022 Feb 14, 2023	SELL	$77.4 - $89.88 $69,427 - $80,622	-897 Reduced 8.39%	9,791 $818,000
Q3 2022 Nov 15, 2022	SELL	$78.02 - $94.38 $115,703 - $139,965	-1,483 Reduced 12.18%	10,688 $838,000
Q2 2022 Aug 15, 2022	BUY	$75.41 - $102.47 $904 - $1,229	12 Added 0.1%	12,171 $964,000
Q1 2022 May 10, 2022	SELL	$89.52 - $114.03 $17,635 - $22,463	-197 Reduced 1.59%	12,159 $1.22 Million
Q4 2021 Feb 14, 2022	BUY	$109.8 - $123.28 $768 - $862	7 Added 0.06%	12,356 $1.42 Million
Q3 2021 Nov 15, 2021	SELL	$109.39 - $119.47 $113,765 - $124,248	-1,040 Reduced 7.77%	12,349 $1.38 Million
Q2 2021 Aug 09, 2021	BUY	$99.98 - $113.73 $399 - $454	4 Added 0.03%	13,389 $1.52 Million
Q1 2021 May 10, 2021	SELL	$96.94 - $112.05 $40,617 - $46,948	-419 Reduced 3.04%	13,385 $1.37 Million
Q4 2020 Jan 29, 2021	BUY	$86.54 - $104.78 $597,645 - $723,610	6,906 Added 100.12%	13,804 $1.42 Million
Q3 2020 Nov 02, 2020	SELL	$79.56 - $90.13 $103,905 - $117,709	-1,306 Reduced 15.92%	6,898 $1.19 Million
Q2 2020 Aug 06, 2020	SELL	$57.59 - $81.27 $36,339 - $51,281	-631 Reduced 7.14%	8,204 $1.3 Million
Q1 2020 May 05, 2020	BUY	$52.32 - $81.58 $438,127 - $683,150	8,374 Added 1816.49%	8,835 $1.07 Million
Q4 2019 Feb 14, 2020	BUY	$68.8 - $76.63 $31,716 - $35,326	461 New	461 $70,000

Others Institutions Holding IWP

# of Institutions

1,259

Shares Held

133M

Call Options Held

132K

Put Options Held

92.9K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Epg Wealth Management LLC Ishares Russell Mid Cap Growth Transaction History