Foundations Investment Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Foundations Investment Advisors, LLC

  • $3.58 Billion
  • Q1 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 15,524 shares of IWP stock, worth $1.71 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,524
Previous 16,310 4.82%
Holding current value
$1.71 Million
Previous $1.7 Million 3.99%
% of portfolio
0.05%
Previous 0.05%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$100.66 - $114.14 $79,118 - $89,714
-786 Reduced 4.82%
15,524 $1.77 Million
Q4 2023

Feb 08, 2024
SELL
$85.66 - $105.12 $566,383 - $695,053
-6,612 Reduced 28.85%
16,310 $1.7 Million
Q3 2023

Oct 05, 2023
BUY
$89.97 - $100.32 $1.56 Million - $1.74 Million
17,323 Added 309.39%
22,922 $2.09 Million
Q2 2023

Jul 19, 2023
SELL
$87.72 - $96.63 $183,334 - $201,956
-2,090 Reduced 27.18%
5,599 $541,000
Q1 2023

Apr 25, 2023
SELL
$82.89 - $94.68 $5.57 Million - $6.37 Million
-67,231 Reduced 89.74%
7,689 $700,000
Q4 2022

Jan 11, 2023
BUY
$81.31 - $89.88 $891,482 - $985,444
10,964 Added 17.14%
74,920 $0
Q3 2022

Oct 19, 2022
BUY
N/A
5,528 Added 9.46%
63,956 $5.02 Million
Q2 2022

Jul 08, 2022
BUY
N/A
4,322 Added 7.99%
58,428 $4.75 Million
Q1 2022

Apr 19, 2022
BUY
N/A
6,263 Added 13.09%
54,106 $5.22 Million
Q4 2021

Jan 21, 2022
BUY
N/A
1,773 Added 3.85%
47,843 $5.15 Million
Q3 2021

Oct 13, 2021
BUY
N/A
267 Added 0.58%
46,070 $5.15 Million
Q2 2021

Jul 14, 2021
BUY
N/A
768 Added 1.71%
45,803 $5.22 Million
Q1 2021

Apr 09, 2021
SELL
N/A
-4,428 Reduced 8.95%
45,035 $4.7 Million
Q4 2020

Jan 13, 2021
BUY
N/A
21,457 Added 76.62%
49,463 $5.24 Million
Q3 2020

Oct 07, 2020
SELL
N/A
-6,479 Reduced 18.79%
28,006 $4.86 Million
Q2 2020

Jul 08, 2020
SELL
N/A
-4,042 Reduced 10.49%
34,485 $5.54 Million
Q1 2020

Apr 06, 2020
BUY
N/A
3,788 Added 10.9%
38,527 $4.47 Million
Q4 2019

Jan 09, 2020
BUY
N/A
2,062 Added 6.31%
34,739 $5.36 Million
Q3 2019

Oct 07, 2019
BUY
N/A
9,125 Added 38.74%
32,677 $4.55 Million
Q2 2019

Jul 08, 2019
BUY
N/A
23,552 New
23,552 $3.42 Million

Others Institutions Holding IWP

# of Institutions
1,082
Shares Held
110M
Call Options Held
93.3K
Put Options Held
6.9K
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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