Goal Vest Advisory LLC Ishares Russell Mid Cap Growth Transaction History

Goal Vest Advisory LLC

  • $331 Million
  • Q3 2024

A detailed history of Goal Vest Advisory LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Goal Vest Advisory LLC holds 201 shares of IWP stock, worth $27,116. This represents 0.01% of its overall portfolio holdings.

Number of Shares
201
Previous 201 -0.0%
Holding current value
$27,116
Previous $22,000 4.55%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 15, 2024
SELL
$100.66 - $114.14 $33,620 - $38,122
-334 Reduced 62.43%
201 $22,000
Q4 2023

Jan 02, 2024
BUY
$85.66 - $105.12 $45,828 - $56,239
535 New
535 $55,000

Others Institutions Holding IWP

# of Institutions
1,087
Shares Held
102M
Call Options Held
59.7K
Put Options Held
5.2K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email