Financial Insights, Inc. Ishares Russell Mid Cap Growth Transaction History

Financial Insights, Inc.

$303 Million
Q3 2024

A detailed history of Financial Insights, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Financial Insights, Inc. holds 4,700 shares of IWP stock, worth $634,782. This represents 0.18% of its overall portfolio holdings.

Number of Shares

4,700

Previous 4,411 6.55%

Holding current value

$634,782

Previous $486,000 13.37%

% of portfolio

0.18%

Previous 0.14%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$103.87 - $117.59 $30,018 - $33,983	289 Added 6.55%	4,700 $551,000
Q1 2024 Apr 25, 2024	SELL	$100.66 - $114.14 $29,493 - $33,443	-293 Reduced 6.23%	4,411 $503,000
Q4 2023 Jan 24, 2024	SELL	$85.66 - $105.12 $48,055 - $58,972	-561 Reduced 10.66%	4,704 $491,000
Q3 2023 Dec 06, 2023	SELL	$89.97 - $100.32 $35,808 - $39,927	-398 Reduced 7.26%	5,087 $464,000
Q2 2023 Jan 24, 2024	BUY	$87.72 - $96.63 $15,614 - $17,200	178 Added 3.5%	5,265 $508,000
Q1 2023 Apr 17, 2023	SELL	$82.89 - $94.68 $34,482 - $39,386	-416 Reduced 7.05%	5,485 $499,000
Q4 2022 Feb 09, 2023	SELL	$77.4 - $89.88 $23,065 - $26,784	-298 Reduced 4.81%	5,901 $493,000
Q3 2022 Oct 26, 2022	SELL	$78.02 - $94.38 $9,830 - $11,891	-126 Reduced 1.99%	6,199 $486,000
Q2 2022 Aug 03, 2022	SELL	$75.41 - $102.47 $255,941 - $347,783	-3,394 Reduced 34.92%	6,325 $501,000
Q1 2022 May 11, 2022	BUY	$89.52 - $114.03 $36,882 - $46,980	412 Added 4.43%	9,719 $977,000
Q4 2021 Feb 09, 2022	SELL	$109.8 - $123.28 $52,813 - $59,297	-481 Reduced 4.91%	9,307 $1.07 Million
Q3 2021 Nov 12, 2021	BUY	$109.39 - $119.47 $64,211 - $70,128	587 Added 6.38%	9,788 $1.1 Million
Q2 2021 Aug 12, 2021	SELL	$99.98 - $113.73 $799 - $909	-8 Reduced 0.09%	9,201 $10.4 Million
Q1 2021 May 12, 2021	BUY	$96.94 - $112.05 $151,517 - $175,134	1,563 Added 20.44%	9,209 $940,000
Q4 2020 Feb 05, 2021	BUY	$86.54 - $104.78 $363,468 - $440,076	4,200 Added 121.88%	7,646 $785,000
Q3 2020 Nov 16, 2020	BUY	$79.56 - $90.13 $245,522 - $278,141	3,086 Added 857.22%	3,446 $596,000
Q2 2020 Aug 20, 2020	SELL	$57.59 - $81.27 $154,456 - $217,966	-2,682 Reduced 88.17%	360 $461,000
Q1 2020 Apr 28, 2020	BUY	$52.32 - $81.58 $25,950 - $40,463	496 Added 19.48%	3,042 $370,000
Q4 2019 Feb 07, 2020	BUY	$68.8 - $76.63 $40,867 - $45,518	594 Added 30.43%	2,546 $388,000
Q3 2019 Oct 31, 2019	BUY	$70.16 - $72.24 $136,952 - $141,012	1,952 New	1,952 $276,000

Others Institutions Holding IWP

# of Institutions

1,086

Shares Held

102M

Call Options Held

59.7K

Put Options Held

5.2K

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About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Financial Insights, Inc. Ishares Russell Mid Cap Growth Transaction History