Family Wealth Group, LLC Ishares Russell Mid Cap Growth Transaction History

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Family Wealth Group, LLC holds 5,721 shares of IWP stock, worth $695,330. This represents 0.72% of its overall portfolio holdings.

Number of Shares
5,721
Previous 6,620 13.58%
Holding current value
$695,330
Previous $730,000 8.08%
% of portfolio
0.72%
Previous 0.79%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$103.87 - $117.59 $93,379 - $105,713
-899 Reduced 13.58%
5,721 $671,000
Q2 2024

Aug 14, 2024
SELL
$105.7 - $113.43 $15,220 - $16,333
-144 Reduced 2.13%
6,620 $730,000
Q1 2024

Aug 14, 2024
SELL
$100.66 - $114.14 $51,537 - $58,439
-512 Reduced 7.04%
6,764 $772,000
Q4 2023

Feb 14, 2024
BUY
$85.66 - $105.12 $623,262 - $764,853
7,276 New
7,276 $760,000

Others Institutions Holding IWP

# of Institutions
1,225
Shares Held
116M
Call Options Held
84.8K
Put Options Held
13.5K
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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