Global Retirement Partners, LLC Ishares Russell Mid Cap Growth Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Global Retirement Partners, LLC holds 13,526 shares of IWP stock, worth $1.72 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

13,526

Previous 14,469 6.52%

Holding current value

$1.72 Million

Previous $1.7 Million 1.0%

% of portfolio

0.05%

Previous 0.05%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$116.4 - $138.52 $109,765 - $130,624	-943 Reduced 6.52%	13,526 $1.71 Million
Q3 2024 Oct 16, 2024	BUY	$103.87 - $117.59 $16,619 - $18,814	160 Added 1.12%	14,469 $1.7 Million
Q2 2024 Jul 23, 2024	SELL	$105.7 - $113.43 $176,730 - $189,654	-1,672 Reduced 10.46%	14,309 $1.58 Million
Q1 2024 Apr 23, 2024	SELL	$100.66 - $114.14 $258,696 - $293,339	-2,570 Reduced 13.85%	15,981 $1.82 Million
Q4 2023 Jan 18, 2024	BUY	$85.66 - $105.12 $165,752 - $203,407	1,935 Added 11.65%	18,551 $1.94 Million
Q3 2023 Oct 13, 2023	SELL	$89.97 - $100.32 $21,682 - $24,177	-241 Reduced 1.43%	16,616 $1.52 Million
Q2 2023 Jul 20, 2023	SELL	$87.72 - $96.63 $41,930 - $46,189	-478 Reduced 2.76%	16,857 $1.63 Million
Q1 2023 May 05, 2023	BUY	$82.89 - $94.68 $614,380 - $701,768	7,412 Added 74.7%	17,335 $1.58 Million
Q4 2022 Feb 13, 2023	BUY	$77.4 - $89.88 $4,489 - $5,213	58 Added 0.59%	9,923 $829,000
Q3 2022 Nov 03, 2022	BUY	$78.02 - $94.38 $14,199 - $17,177	182 Added 1.88%	9,865 $835,000
Q2 2022 Jul 15, 2022	SELL	$75.41 - $102.47 $46,980 - $63,838	-623 Reduced 6.05%	9,683 $767,000
Q1 2022 Jul 14, 2022	BUY	$89.52 - $114.03 $922,593 - $1.18 Million	10,306 New	10,306 $825,000
Q4 2021 Jan 21, 2022	SELL	$109.8 - $123.28 $378,480 - $424,946	-3,447 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$109.39 - $119.47 $109 - $119	1 Added 0.03%	3,447 $386,000
Q2 2021 Jul 15, 2021	SELL	$99.98 - $113.73 $3,899 - $4,435	-39 Reduced 1.12%	3,446 $390,000
Q1 2021 Apr 14, 2021	SELL	$96.94 - $112.05 $4,750 - $5,490	-49 Reduced 1.39%	3,485 $356,000
Q4 2020 Jan 13, 2021	BUY	$86.54 - $104.78 $145,473 - $176,135	1,681 Added 90.72%	3,534 $363,000
Q3 2020 Oct 09, 2020	SELL	$79.56 - $90.13 $87,913 - $99,593	-1,105 Reduced 37.36%	1,853 $320,000
Q2 2020 Jul 13, 2020	BUY	$57.59 - $81.27 $17,277 - $24,381	300 Added 11.29%	2,958 $468,000
Q1 2020 Apr 28, 2020	BUY	$52.32 - $81.58 $9,208 - $14,358	176 Added 7.09%	2,658 $323,000
Q4 2019 Jan 23, 2020	SELL	$68.8 - $76.63 $756 - $842	-11 Reduced 0.44%	2,482 $379,000
Q3 2019 Nov 19, 2019	SELL	$70.16 - $72.24 $36,342 - $37,420	-518 Reduced 17.2%	2,493 $352,000
Q2 2019 Nov 19, 2019	BUY	N/A	884 Added 41.56%	3,011 $429,000
Q1 2019 May 07, 2019	BUY	N/A	240 Added 12.72%	2,127 $289,000
Q4 2018 Feb 22, 2019	SELL	N/A	-127 Reduced 6.31%	1,887 $215,000
Q3 2018 Oct 17, 2018	BUY	N/A	34 Added 1.72%	2,014 $273,000
Q2 2018 Aug 13, 2018	BUY	N/A	211 Added 11.93%	1,980 $251,000
Q1 2018 Aug 10, 2018	BUY	N/A	420 Added 31.13%	1,769 $217,000
Q4 2017 Aug 13, 2018	BUY	N/A	197 Added 17.1%	1,349 $163,000
Q3 2017 Aug 10, 2018	SELL	N/A	-5,934 Reduced 83.74%	1,152 $130,000
Q2 2017 Aug 10, 2018	BUY	N/A	5,934 Added 515.1%	7,086 $766,000
Q4 2016 Aug 10, 2018	BUY	N/A	1,152	1,152 $112,000

Others Institutions Holding IWP

# of Institutions

1,223

Shares Held

116M

Call Options Held

84.8K

Put Options Held

13.5K

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About ISHARES RUSSELL MID-CAP GROWTH

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Global Retirement Partners, LLC Ishares Russell Mid Cap Growth Transaction History