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

Financial Advisory Service, Inc.

$1.15 Billion
Q1 2025

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 10,432 shares of IWP stock, worth $1.27 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

10,432

Previous 10,735 2.82%

Holding current value

$1.27 Million

Previous $1.36 Million 9.93%

% of portfolio

0.11%

Previous 0.12%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$114.9 - $139.6 $34,814 - $42,298	-303 Reduced 2.82%	10,432 $1.23 Million
Q4 2024 Feb 14, 2025	SELL	$116.4 - $138.52 $19,206 - $22,855	-165 Reduced 1.51%	10,735 $1.36 Million
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

1,213

Shares Held

119M

Call Options Held

132K

Put Options Held

92.9K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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