Global Wealth Management Investment Advisory, Inc. Ishares Russell Mid Cap Growth Transaction History

Global Wealth Management Investment Advisory, Inc.

  • $482 Million
  • Q4 2024

A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 4,881 shares of IWP stock, worth $553,114. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,881
Previous 5,877 16.95%
Holding current value
$553,114
Previous $689,000 10.3%
% of portfolio
0.13%
Previous 0.15%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$116.4 - $138.52 $115,934 - $137,965
-996 Reduced 16.95%
4,881 $618,000
Q3 2024

Oct 30, 2024
SELL
$103.87 - $117.59 $94,210 - $106,654
-907 Reduced 13.37%
5,877 $689,000
Q2 2024

Aug 05, 2024
BUY
$105.7 - $113.43 $41,962 - $45,031
397 Added 6.22%
6,784 $748,000
Q1 2024

May 10, 2024
SELL
$100.66 - $114.14 $55,363 - $62,777
-550 Reduced 7.93%
6,387 $729,000
Q4 2023

Feb 05, 2024
BUY
$85.66 - $105.12 $257,579 - $316,095
3,007 Added 76.51%
6,937 $724,000
Q3 2023

Nov 06, 2023
SELL
$89.97 - $100.32 $174,181 - $194,219
-1,936 Reduced 33.0%
3,930 $359,000
Q2 2023

Aug 10, 2023
SELL
$87.72 - $96.63 $106,316 - $117,115
-1,212 Reduced 17.12%
5,866 $566,000
Q1 2023

May 08, 2023
SELL
$82.89 - $94.68 $65,068 - $74,323
-785 Reduced 9.98%
7,078 $644,000
Q4 2022

Feb 07, 2023
SELL
$77.4 - $89.88 $94,505 - $109,743
-1,221 Reduced 13.44%
7,863 $657,000
Q3 2022

Nov 09, 2022
BUY
$78.02 - $94.38 $112,816 - $136,473
1,446 Added 18.93%
9,084 $712,000
Q3 2022

Oct 19, 2022
BUY
$78.02 - $94.38 $90,737 - $109,763
1,163 Added 17.96%
7,638 $599,000
Q2 2022

Aug 15, 2022
SELL
$75.41 - $102.47 $259,485 - $352,599
-3,441 Reduced 34.7%
6,475 $513,000
Q1 2022

May 17, 2022
SELL
$89.52 - $114.03 $316,632 - $403,324
-3,537 Reduced 26.29%
9,916 $997,000
Q4 2021

Feb 15, 2022
SELL
$109.8 - $123.28 $159,978 - $179,618
-1,457 Reduced 9.77%
13,453 $1.55 Million
Q3 2021

Nov 16, 2021
SELL
$109.39 - $119.47 $493,895 - $539,407
-4,515 Reduced 23.24%
14,910 $1.67 Million
Q2 2021

Aug 11, 2021
SELL
$99.98 - $113.73 $22,395 - $25,475
-224 Reduced 1.14%
19,425 $2.2 Million
Q1 2021

May 17, 2021
SELL
$96.94 - $112.05 $15,607 - $18,040
-161 Reduced 0.81%
19,649 $2.01 Million
Q4 2020

Feb 16, 2021
BUY
$86.54 - $104.78 $795,821 - $963,556
9,196 Added 86.64%
19,810 $2.03 Million
Q3 2020

Nov 16, 2020
SELL
$79.56 - $90.13 $159,995 - $181,251
-2,011 Reduced 15.93%
10,614 $1.84 Million
Q2 2020

Aug 12, 2020
SELL
$57.59 - $81.27 $38,239 - $53,963
-664 Reduced 5.0%
12,625 $2 Million
Q1 2020

May 14, 2020
SELL
$52.32 - $81.58 $19,567 - $30,510
-374 Reduced 2.74%
13,289 $1.62 Million
Q4 2019

Feb 14, 2020
SELL
$68.8 - $76.63 $24,699 - $27,510
-359 Reduced 2.56%
13,663 $2.09 Million
Q3 2019

Nov 14, 2019
SELL
$70.16 - $72.24 $182,065 - $187,462
-2,595 Reduced 15.62%
14,022 $1.98 Million
Q2 2019

Aug 20, 2019
BUY
N/A
919 Added 5.85%
16,617 $2.37 Million
Q1 2019

May 10, 2019
BUY
N/A
297 Added 1.93%
15,698 $2.13 Million
Q4 2018

Feb 14, 2019
BUY
N/A
15,401 New
15,401 $1.75 Million

Others Institutions Holding IWP

# of Institutions
1,225
Shares Held
116M
Call Options Held
84.8K
Put Options Held
13.5K
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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