Heritage Wealth Advisors Ishares Russell Mid Cap Growth Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

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 6,434 shares of IWP stock, worth $820,141. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,434

Previous 6,434 -0.0%

Holding current value

$820,141

Previous $709,000 6.35%

% of portfolio

0.04%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,086

Shares Held

102M

Call Options Held

59.7K

Put Options Held

5.2K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

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Heritage Wealth Advisors Ishares Russell Mid Cap Growth Transaction History