Halpern Financial, Inc. Ishares Russell Mid Cap Growth Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Halpern Financial, Inc. holds 4,996 shares of IWP stock, worth $607,213. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,996

Previous 4,996 -0.0%

Holding current value

$607,213

Previous $551 Million 5.96%

% of portfolio

0.15%

Previous 0.15%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 08, 2024	SELL	$105.7 - $113.43 $21,140 - $22,686	-200 Reduced 3.85%	4,996 $551 Million
Q3 2023 Oct 10, 2023	BUY	$89.97 - $100.32 $143,952 - $160,512	1,600 Added 44.49%	5,196 $475 Million
Q4 2021 Sep 21, 2023	SELL	$109.8 - $123.28 $51,386 - $57,695	-468 Reduced 11.52%	3,596 $414 Million
Q3 2021 Sep 21, 2023	BUY	$109.39 - $119.47 $235,954 - $257,696	2,157 Added 113.11%	4,064 $455 Million
Q2 2021 Sep 21, 2023	SELL	$99.98 - $113.73 $35,292 - $40,146	-353 Reduced 15.62%	1,907 $216 Million
Q1 2021 Sep 21, 2023	SELL	$96.94 - $112.05 $77,552 - $89,640	-800 Reduced 26.14%	2,260 $231 Million
Q4 2020 Sep 21, 2023	BUY	$86.54 - $104.78 $125,223 - $151,616	1,447 Added 89.71%	3,060 $314 Million
Q2 2020 Sep 21, 2023	BUY	$57.59 - $81.27 $21,826 - $30,801	379 Added 30.71%	1,613 $255 Million
Q1 2020 Sep 21, 2023	SELL	$52.32 - $81.58 $5,232 - $8,158	-100 Reduced 7.5%	1,234 $150 Million
Q4 2019 Sep 21, 2023	BUY	$68.8 - $76.63 $91,779 - $102,224	1,334 New	1,334 $204 Million

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Halpern Financial, Inc. Ishares Russell Mid Cap Growth Transaction History