Founders Financial Securities LLC Ishares Russell Mid Cap Growth Transaction History

Founders Financial Securities LLC

$1.08 Billion
Q4 2024

A detailed history of Founders Financial Securities LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Founders Financial Securities LLC holds 11,273 shares of IWP stock, worth $1.55 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

11,273

Previous 3,152 257.65%

Holding current value

$1.55 Million

Previous $369,000 286.99%

% of portfolio

0.13%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$116.4 - $138.52 $945,284 - $1.12 Million	8,121 Added 257.65%	11,273 $1.43 Million
Q3 2024 Nov 12, 2024	SELL	$103.87 - $117.59 $183,642 - $207,899	-1,768 Reduced 35.93%	3,152 $369,000
Q2 2024 Aug 02, 2024	BUY	$105.7 - $113.43 $168,274 - $180,580	1,592 Added 47.84%	4,920 $542,000
Q1 2024 Apr 17, 2024	BUY	$100.66 - $114.14 $14,595 - $16,550	145 Added 4.56%	3,328 $379,000
Q4 2023 Feb 06, 2024	BUY	$85.66 - $105.12 $3,512 - $4,309	41 Added 1.3%	3,183 $332,000
Q3 2023 Oct 17, 2023	SELL	$89.97 - $100.32 $68,647 - $76,544	-763 Reduced 19.54%	3,142 $287,000
Q2 2023 Aug 11, 2023	SELL	$87.72 - $96.63 $5,526 - $6,087	-63 Reduced 1.59%	3,905 $377,000
Q1 2023 May 04, 2023	SELL	$82.89 - $94.68 $8,123 - $9,278	-98 Reduced 2.41%	3,968 $361,000
Q3 2022 Oct 27, 2022	BUY	$78.02 - $94.38 $317,229 - $383,749	4,066 New	4,066 $319,000
Q2 2022 Jul 27, 2022	SELL	$75.41 - $102.47 $168,239 - $228,610	-2,231 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$109.8 - $123.28 $2,415 - $2,712	-22 Reduced 0.98%	2,231 $257,000
Q1 2021 May 14, 2021	SELL	$96.94 - $112.05 $1,260 - $1,456	-13 Reduced 0.57%	2,253 $230,000
Q4 2020 Feb 09, 2021	BUY	$86.54 - $104.78 $196,099 - $237,431	2,266 New	2,266 $233,000

Others Institutions Holding IWP

# of Institutions

1,158

Shares Held

106M

Call Options Held

59.8K

Put Options Held

5.2K

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About ISHARES RUSSELL MID-CAP GROWTH

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Founders Financial Securities LLC Ishares Russell Mid Cap Growth Transaction History