Financial Advisory Service, Inc. Ishares Russell Mid Cap Growth Transaction History

Financial Advisory Service, Inc.

  • $1.18 Billion
  • Q3 2024

A detailed history of Financial Advisory Service, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 10,900 shares of IWP stock, worth $1.42 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,900
Previous 10,804 0.89%
Holding current value
$1.42 Million
Previous $1.19 Million 7.21%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 17, 2024
BUY
$103.87 - $117.59 $9,971 - $11,288
96 Added 0.89%
10,900 $1.28 Million
Q2 2024

Jul 29, 2024
SELL
$105.7 - $113.43 $8,878 - $9,528
-84 Reduced 0.77%
10,804 $1.19 Million
Q1 2024

Apr 29, 2024
BUY
$100.66 - $114.14 $9,059 - $10,272
90 Added 0.83%
10,888 $1.24 Million
Q4 2023

Jan 23, 2024
BUY
$85.66 - $105.12 $11,478 - $14,086
134 Added 1.26%
10,798 $1.13 Million
Q3 2023

Oct 23, 2023
SELL
$89.97 - $100.32 $12,145 - $13,543
-135 Reduced 1.25%
10,664 $974,000
Q2 2023

Aug 08, 2023
BUY
$87.72 - $96.63 $18,947 - $20,872
216 Added 2.04%
10,799 $1.04 Million
Q1 2023

May 11, 2023
SELL
$82.89 - $94.68 $31,829 - $36,357
-384 Reduced 3.5%
10,583 $963,000
Q4 2022

Feb 01, 2023
BUY
$77.4 - $89.88 $80,960 - $94,014
1,046 Added 10.54%
10,967 $916,000
Q3 2022

Oct 20, 2022
SELL
$78.02 - $94.38 $3.79 Million - $4.58 Million
-48,546 Reduced 83.03%
9,921 $778,000
Q2 2022

Aug 02, 2022
BUY
$75.41 - $102.47 $3.67 Million - $4.98 Million
48,622 Added 493.88%
58,467 $4.63 Million
Q1 2022

May 04, 2022
BUY
$89.52 - $114.03 $146,633 - $186,781
1,638 Added 19.96%
9,845 $989,000
Q4 2021

Feb 11, 2022
BUY
$109.8 - $123.28 $2,745 - $3,082
25 Added 0.31%
8,207 $946,000
Q3 2021

Nov 15, 2021
BUY
$109.39 - $119.47 $76,573 - $83,629
700 Added 9.36%
8,182 $917,000
Q2 2021

Jul 29, 2021
BUY
$99.98 - $113.73 $499 - $568
5 Added 0.07%
7,482 $847,000
Q1 2021

May 17, 2021
BUY
$96.94 - $112.05 $40,327 - $46,612
416 Added 5.89%
7,477 $763,000
Q4 2020

Feb 10, 2021
BUY
$86.54 - $104.78 $301,072 - $364,529
3,479 Added 97.12%
7,061 $725,000
Q3 2020

Nov 16, 2020
BUY
$79.56 - $90.13 $238 - $270
3 Added 0.08%
3,582 $619,000
Q2 2020

Jul 21, 2020
SELL
$57.59 - $81.27 $4,837 - $6,826
-84 Reduced 2.29%
3,579 $566,000
Q1 2020

May 14, 2020
SELL
$52.32 - $81.58 $180,294 - $281,124
-3,446 Reduced 48.47%
3,663 $445,000
Q4 2019

Jan 31, 2020
SELL
$68.8 - $76.63 $22,360 - $24,904
-325 Reduced 4.37%
7,109 $1.09 Million
Q3 2019

Nov 06, 2019
BUY
$70.16 - $72.24 $420 - $433
6 Added 0.08%
7,434 $1.05 Million
Q2 2019

Jul 25, 2019
BUY
N/A
287 Added 4.02%
7,428 $1.06 Million
Q1 2019

May 13, 2019
BUY
N/A
217 Added 3.13%
7,141 $969,000
Q4 2018

Feb 08, 2019
BUY
N/A
6,924 New
6,924 $787,000

Others Institutions Holding IWP

# of Institutions
1,086
Shares Held
102M
Call Options Held
59.7K
Put Options Held
5.2K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Financial Advisory Service, Inc. Portfolio

Follow Financial Advisory Service, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advisory Service, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Advisory Service, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email