A detailed history of Heron Financial Group, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Heron Financial Group, LLC holds 84,868 shares of IWP stock, worth $11 Million. This represents 4.42% of its overall portfolio holdings.

Number of Shares
84,868
Previous 89,370 5.04%
Holding current value
$11 Million
Previous $8.14 Million 0.77%
% of portfolio
4.42%
Previous 4.49%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023

SELL
$87.72 - $96.63 $394,915 - $435,028
-4,502 Reduced 5.04%
84,868 $8.2 Million
Q1 2023

Apr 19, 2023

BUY
$82.89 - $94.68 $730,260 - $834,130
8,810 Added 10.94%
89,370 $8.14 Million
Q4 2022

Feb 14, 2023

SELL
$77.4 - $89.88 $559,679 - $649,922
-7,231 Reduced 8.24%
80,560 $6.73 Million
Q3 2022

Oct 27, 2022

BUY
$78.02 - $94.38 $673,780 - $815,065
8,636 Added 10.91%
87,791 $6.89 Million
Q2 2022

Jul 29, 2022

BUY
$75.41 - $102.47 $437,830 - $594,940
5,806 Added 7.92%
79,155 $6.27 Million
Q1 2022

May 12, 2022

BUY
$89.52 - $114.03 $244,837 - $311,872
2,735 Added 3.87%
73,349 $7.37 Million
Q4 2021

Feb 04, 2022

BUY
$109.8 - $123.28 $315,016 - $353,690
2,869 Added 4.23%
70,614 $7.16 Million
Q3 2021

Nov 04, 2021

BUY
$109.39 - $119.47 $486,238 - $531,044
4,445 Added 7.02%
67,745 $7.59 Million
Q2 2021

Aug 16, 2021

SELL
$99.98 - $113.73 $77,484 - $88,140
-775 Reduced 1.21%
63,300 $7.17 Million
Q1 2021

Apr 14, 2021

BUY
$96.94 - $112.05 $616,829 - $712,974
6,363 Added 11.03%
64,075 $6.66 Million
Q4 2020

Feb 16, 2021

BUY
$86.54 - $104.78 $2.32 Million - $2.81 Million
26,819 Added 86.81%
57,712 $6.05 Million
Q3 2020

Oct 15, 2020

BUY
$79.56 - $90.13 $6,046 - $6,849
76 Added 0.25%
30,893 $5.47 Million
Q2 2020

Jul 20, 2020

BUY
$57.59 - $81.27 $20,386 - $28,769
354 Added 1.16%
30,817 $5.05 Million
Q1 2020

Apr 23, 2020

BUY
$52.32 - $81.58 $43,059 - $67,140
823 Added 2.78%
30,463 $4.08 Million
Q4 2019

Feb 14, 2020

BUY
$68.8 - $76.63 $2.04 Million - $2.27 Million
29,640 New
29,640 $4.74 Million

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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