Ever Source Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 10,757 shares of IWP stock, worth $1.19 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,757
Previous 1,206 791.96%
Holding current value
$1.19 Million
Previous $137,000 795.62%
% of portfolio
0.1%
Previous 0.01%

Shares

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

Jun 11, 2024
BUY
$100.66 - $114.14 $961,403 - $1.09 Million
9,551 Added 791.96%
10,757 $1.23 Million
Q4 2023

Feb 09, 2024
BUY
$85.66 - $105.12 $9,422 - $11,563
110 Added 10.04%
1,206 $125,000
Q2 2023

Aug 04, 2023
BUY
$87.72 - $96.63 $87 - $96
1 Added 0.09%
1,096 $105,000
Q4 2022

Feb 09, 2023
BUY
$81.31 - $89.88 $42,769 - $47,276
526 Added 92.44%
1,095 $91,000
Q3 2022

Nov 07, 2022
BUY
N/A
37 Added 6.95%
569 $45,000
Q2 2022

Aug 01, 2022
BUY
N/A
1 Added 0.19%
532 $42,000
Q1 2022

May 25, 2022
SELL
N/A
-3 Reduced 0.56%
531 $53,000
Q4 2021

Feb 07, 2022
BUY
N/A
534 New
534 $62,000

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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