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

Family Wealth Group, LLC

  • $96.6 Million
  • Q2 2025

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 4,539 shares of IWP stock, worth $651,482. This represents 0.65% of its overall portfolio holdings.

Number of Shares
4,539
Holding current value
$651,482
% of portfolio
0.65%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$104.34 - $138.68 $473,599 - $629,468
4,539 New
4,539 $629,000
Q1 2025

May 14, 2025
SELL
$114.9 - $139.6 $650,219 - $789,996
-5,659 Closed
0 $0
Q4 2024

May 14, 2025
SELL
$116.4 - $138.52 $3,724 - $4,432
-32 Reduced 0.56%
5,659 $717,000
Q3 2024

Apr 01, 2025
SELL
$103.87 - $117.59 $85,277 - $96,541
-821 Reduced 12.61%
5,691 $667,000
Q3 2024

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

Apr 01, 2025
SELL
$105.7 - $113.43 $46,508 - $49,909
-440 Reduced 6.33%
6,512 $718,000
Q2 2024

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

Apr 01, 2025
SELL
$100.66 - $114.14 $19,125 - $21,686
-190 Reduced 2.66%
6,952 $793 Million
Q1 2024

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

Apr 01, 2025
BUY
$85.66 - $105.12 $121,722 - $149,375
1,421 Added 24.84%
7,142 $746 Million
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
1,307
Shares Held
117M
Call Options Held
196K
Put Options Held
340K
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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