High Mark Wealth Management LLC Ishares Russell Mid Cap Growth Transaction History

High Mark Wealth Management LLC

  • $217 Million
  • Q3 2025

A detailed history of High Mark Wealth Management LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, High Mark Wealth Management LLC holds 146 shares of IWP stock, worth $20,955. This represents 0.01% of its overall portfolio holdings.

Number of Shares
146
Previous 141 3.55%
Holding current value
$20,955
Previous $19,000 5.26%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$137.51 - $145.26 $687 - $726
5 Added 3.55%
146 $20,000
Q2 2025

Jul 21, 2025
SELL
$104.34 - $138.68 $35,579 - $47,289
-341 Reduced 70.75%
141 $19,000
Q1 2025

Apr 23, 2025
BUY
$114.9 - $139.6 $1,493 - $1,814
13 Added 2.77%
482 $56,000
Q4 2024

Jan 31, 2025
BUY
$116.4 - $138.52 $8,148 - $9,696
70 Added 17.54%
469 $59,000
Q3 2024

Oct 17, 2024
BUY
$103.87 - $117.59 $38,535 - $43,625
371 Added 1325.0%
399 $46,000
Q1 2024

Apr 26, 2024
BUY
$100.66 - $114.14 $301 - $342
3 Added 12.0%
28 $3,000
Q3 2023

Oct 18, 2023
BUY
$89.97 - $100.32 $2,249 - $2,508
25 New
25 $2,000

Others Institutions Holding IWP

# of Institutions
1,310
Shares Held
117M
Call Options Held
196K
Put Options Held
340K
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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