Financial Gravity Asset Management, Inc. Ishares Russell Mid Cap Growth Transaction History

Financial Gravity Asset Management, Inc.

$459 Billion
Q1 2025

A detailed history of Financial Gravity Asset Management, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Financial Gravity Asset Management, Inc. holds 440 shares of IWP stock, worth $58,493. This represents 0.01% of its overall portfolio holdings.

Number of Shares

440

Previous 240 83.33%

Holding current value

$58,493

Previous $26.5 Million 95.2%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$114.9 - $139.6 $22,980 - $27,920	200 Added 83.33%	440 $51.7 Million
Q2 2024 Aug 06, 2024	SELL	$105.7 - $113.43 $22,091 - $23,706	-209 Reduced 46.55%	240 $26.5 Million
Q1 2024 May 13, 2024	BUY	$100.66 - $114.14 $59,087 - $67,000	587 Added 19566.67%	590 $67.3 Million
Q4 2023 Jun 26, 2024	SELL	$85.66 - $105.12 $12,078 - $14,821	-141 Reduced 23.9%	449 $46.9 Million
Q3 2023 Nov 15, 2023	SELL	$89.97 - $100.32 $8,457 - $9,430	-94 Reduced 96.91%	3 $0
Q2 2023 Aug 08, 2023	BUY	$87.72 - $96.63 $526 - $579	6 Added 6.59%	97 $47.6 Million
Q1 2023 May 12, 2023	BUY	$82.89 - $94.68 $580 - $662	7 Added 8.33%	91 $275,000
Q4 2022 Feb 15, 2023	BUY	$77.4 - $89.88 $464 - $539	6 Added 7.69%	84 $38.2 Million
Q3 2022 Nov 03, 2022	SELL	$78.02 - $94.38 $78 - $94	-1 Reduced 1.27%	78 $236,000
Q2 2022 Aug 05, 2022	SELL	$75.41 - $102.47 $1,659 - $2,254	-22 Reduced 21.78%	79 $239,000
Q1 2022 May 13, 2022	SELL	$89.52 - $114.03 $1,253 - $1,596	-14 Reduced 12.17%	101 $304,000
Q4 2021 Feb 11, 2022	BUY	$109.8 - $123.28 $12,297 - $13,807	112 Added 3733.33%	115 $350,000
Q4 2020 Feb 16, 2021	BUY	$86.54 - $104.78 $259 - $314	3 New	3 $0
Q2 2020 Aug 13, 2020	SELL	$57.59 - $81.27 $2,303 - $3,250	-40 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$52.32 - $81.58 $209 - $326	4 Added 11.11%	40 $0
Q2 2019 Jul 26, 2019	SELL	N/A	-2 Reduced 5.26%	36 $5,000
Q1 2019 Apr 19, 2019	SELL	N/A	-7 Reduced 15.56%	38 $5,000
Q3 2018 Oct 31, 2018	SELL	N/A	-23 Reduced 33.82%	45 $5,000
Q2 2018 Aug 14, 2018	BUY	N/A	11 Added 19.3%	68 $9,000
Q1 2018 May 23, 2018	BUY	N/A	57 New	57 $7,000

Others Institutions Holding IWP

# of Institutions

1,212

Shares Held

119M

Call Options Held

132K

Put Options Held

92.9K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

More about IWP

Track This Portfolio

Portfolio Update

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

News

Stay updated on Financial Gravity Asset Management, Inc. with notifications on news.

Account

Financial Gravity Asset Management, Inc. Ishares Russell Mid Cap Growth Transaction History