Evergreen Wealth Solutions, LLC Ishares Russell Mid Cap Growth Transaction History

Evergreen Wealth Solutions, LLC

  • $135 Million
  • Q1 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 3,755 shares of IWP stock, worth $414,101. This represents 0.32% of its overall portfolio holdings.

Number of Shares
3,755
Previous 4,135 9.19%
Holding current value
$414,101
Previous $431,000 0.7%
% of portfolio
0.32%
Previous 0.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$100.66 - $114.14 $38,250 - $43,373
-380 Reduced 9.19%
3,755 $428,000
Q4 2023

Feb 07, 2024
BUY
$85.66 - $105.12 $354,204 - $434,671
4,135 New
4,135 $431,000
Q3 2022

Nov 14, 2022
SELL
N/A
-4,890 Reduced 53.97%
4,170 $327,000
Q2 2022

Aug 15, 2022
BUY
N/A
5,440 Added 150.28%
9,060 $718,000
Q1 2022

Apr 22, 2022
BUY
N/A
3,620 New
3,620 $364,000

Others Institutions Holding IWP

# of Institutions
1,082
Shares Held
110M
Call Options Held
93.3K
Put Options Held
6.9K
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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