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

Evergreen Wealth Solutions, LLC

$147 Million
Q3 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 3,530 shares of IWP stock, worth $473,973. This represents 0.28% of its overall portfolio holdings.

Number of Shares

3,530

Previous 3,580 1.4%

Holding current value

$473,973

Previous $395,000 4.81%

% of portfolio

0.28%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$103.87 - $117.59 $5,193 - $5,879	-50 Reduced 1.4%	3,530 $414,000
Q2 2024 Aug 14, 2024	SELL	$105.7 - $113.43 $18,497 - $19,850	-175 Reduced 4.66%	3,580 $395,000
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	$78.02 - $94.38 $381,517 - $461,518	-4,890 Reduced 53.97%	4,170 $327,000
Q2 2022 Aug 15, 2022	BUY	$75.41 - $102.47 $410,230 - $557,436	5,440 Added 150.28%	9,060 $718,000
Q1 2022 Apr 22, 2022	BUY	$89.52 - $114.03 $324,062 - $412,788	3,620 New	3,620 $364,000

Others Institutions Holding IWP

# of Institutions

1,122

Shares Held

103M

Call Options Held

59.7K

Put Options Held

5.2K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

More about IWP

Track This Portfolio

Portfolio Update

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

News

Stay updated on Evergreen Wealth Solutions, LLC with notifications on news.

Account

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