Heritage Wealth Advisors Ishares Russell Mid Cap Growth Transaction History

Heritage Wealth Advisors

  • $1.91 Billion
  • Q1 2025

A detailed history of Heritage Wealth Advisors transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Heritage Wealth Advisors holds 5,652 shares of IWP stock, worth $783,536. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,652
Previous 6,434 12.15%
Holding current value
$783,536
Previous $815,000 18.53%
% of portfolio
0.03%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$114.9 - $139.6 $89,851 - $109,167
-782 Reduced 12.15%
5,652 $664,000
Q3 2023

Dec 12, 2024
SELL
$89.97 - $100.32 $5,488 - $6,119
-61 Reduced 0.94%
6,434 $587,000
Q3 2023

Nov 08, 2023
SELL
$89.97 - $100.32 $5,488 - $6,119
-61 Reduced 0.94%
6,434 $587,000
Q2 2023

Dec 12, 2024
BUY
$87.72 - $96.63 $5,350 - $5,894
61 Added 0.95%
6,495 $627,000
Q1 2023

May 04, 2023
SELL
$82.89 - $94.68 $290,115 - $331,380
-3,500 Reduced 35.02%
6,495 $591,000
Q3 2022

Dec 12, 2024
BUY
$78.02 - $94.38 $277,829 - $336,087
3,561 Added 55.35%
9,995 $783,000
Q4 2021

Feb 02, 2022
BUY
$109.8 - $123.28 $6,697 - $7,520
61 Added 0.61%
9,995 $0
Q4 2020

Feb 01, 2021
BUY
$86.54 - $104.78 $429,844 - $520,442
4,967 Added 100.0%
9,934 $1.02 Million
Q2 2020

Jul 17, 2020
SELL
$57.59 - $81.27 $576,879 - $814,081
-10,017 Reduced 66.85%
4,967 $0
Q2 2020

Jul 17, 2020
BUY
$57.59 - $81.27 $569,737 - $804,004
9,893 Added 194.32%
14,984 $785,000
Q3 2019

Oct 30, 2019
BUY
$70.16 - $72.24 $75,492 - $77,730
1,076 Added 26.8%
5,091 $719,000
Q3 2017

Nov 07, 2017
BUY
N/A
4,015
4,015 $454,000

Others Institutions Holding IWP

# of Institutions
1,263
Shares Held
132M
Call Options Held
130K
Put Options Held
92.9K
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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