Financial Advocates Investment Management Ishares Russell Mid Cap Growth Transaction History

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Financial Advocates Investment Management holds 3,879 shares of IWP stock, worth $492,477. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,879
Previous 1,950 98.92%
Holding current value
$492,477
Previous $228,000 115.35%
% of portfolio
0.03%
Previous 0.01%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$116.4 - $138.52 $224,535 - $267,205
1,929 Added 98.92%
3,879 $491,000
Q3 2024

Oct 25, 2024
SELL
$103.87 - $117.59 $103,973 - $117,707
-1,001 Reduced 33.92%
1,950 $228,000
Q2 2024

Jul 26, 2024
BUY
$105.7 - $113.43 $117,644 - $126,247
1,113 Added 60.55%
2,951 $325,000
Q1 2024

May 01, 2024
BUY
$100.66 - $114.14 $185,013 - $209,789
1,838 New
1,838 $209,000
Q2 2023

Aug 07, 2023
BUY
$87.72 - $96.63 $21,140 - $23,287
241 Added 8.33%
3,134 $302,000
Q1 2023

May 11, 2023
SELL
$82.89 - $94.68 $291,607 - $333,084
-3,518 Reduced 54.87%
2,893 $263,000
Q4 2022

Feb 14, 2023
SELL
$77.4 - $89.88 $87,152 - $101,204
-1,126 Reduced 14.94%
6,411 $535,000
Q3 2022

Nov 14, 2022
BUY
$78.02 - $94.38 $11,156 - $13,496
143 Added 1.93%
7,537 $591,000
Q2 2022

Aug 12, 2022
SELL
$75.41 - $102.47 $58,668 - $79,721
-778 Reduced 9.52%
7,394 $586,000
Q1 2022

May 11, 2022
BUY
$89.52 - $114.03 $51,653 - $65,795
577 Added 7.6%
8,172 $822,000
Q4 2021

Feb 14, 2022
BUY
$109.8 - $123.28 $36,234 - $40,682
330 Added 4.54%
7,595 $875,000
Q3 2021

Nov 04, 2021
BUY
$109.39 - $119.47 $99,763 - $108,956
912 Added 14.36%
7,265 $814,000
Q2 2021

Aug 03, 2021
SELL
$99.98 - $113.73 $117,576 - $133,746
-1,176 Reduced 15.62%
6,353 $719,000
Q1 2021

May 10, 2021
BUY
$96.94 - $112.05 $164,701 - $190,372
1,699 Added 29.14%
7,529 $768,000
Q4 2020

Feb 12, 2021
BUY
$86.54 - $104.78 $202,936 - $245,709
2,345 Added 67.29%
5,830 $599,000
Q3 2020

Nov 04, 2020
BUY
$79.56 - $90.13 $45,587 - $51,644
573 Added 19.68%
3,485 $602,000
Q2 2020

Aug 14, 2020
SELL
$57.59 - $81.27 $27,700 - $39,090
-481 Reduced 14.18%
2,912 $440,000
Q1 2020

Apr 29, 2020
SELL
$52.32 - $81.58 $28,828 - $44,950
-551 Reduced 13.97%
3,393 $412,000
Q4 2019

Feb 13, 2020
BUY
$68.8 - $76.63 $619 - $689
9 Added 0.23%
3,944 $602,000
Q3 2019

Nov 13, 2019
BUY
$70.16 - $72.24 $70 - $72
1 Added 0.03%
3,935 $556,000
Q2 2019

Aug 08, 2019
BUY
N/A
595 Added 17.82%
3,934 $561,000
Q1 2019

May 16, 2019
BUY
N/A
1,966 Added 143.19%
3,339 $453,000
Q4 2018

Feb 14, 2019
SELL
N/A
-30 Reduced 2.14%
1,373 $0
Q3 2018

Nov 14, 2018
SELL
N/A
-13,782 Reduced 90.76%
1,403 $0
Q2 2018

Aug 09, 2018
BUY
N/A
15,185 New
15,185 $1.93 Million

Others Institutions Holding IWP

# of Institutions
1,223
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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