Householder Group Estate & Retirement Specialist, LLC Ishares Russell Mid Cap Growth Transaction History

Householder Group Estate & Retirement Specialist, LLC

  • $134 Million
  • Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 2,854 shares of IWP stock, worth $371,476. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,854
Previous 4,013 28.88%
Holding current value
$371,476
Previous $470,000 23.19%
% of portfolio
0.27%
Previous 0.14%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$116.4 - $138.52 $134,907 - $160,544
-1,159 Reduced 28.88%
2,854 $361,000
Q3 2024

Oct 18, 2024
SELL
$103.87 - $117.59 $45,183 - $51,151
-435 Reduced 9.78%
4,013 $470,000
Q2 2024

Jul 17, 2024
BUY
$105.7 - $113.43 $8,033 - $8,620
76 Added 1.74%
4,448 $490,000
Q1 2024

May 03, 2024
BUY
$100.66 - $114.14 $29,493 - $33,443
293 Added 7.18%
4,372 $499,000
Q4 2023

Jan 23, 2024
BUY
$85.66 - $105.12 $244,644 - $300,222
2,856 Added 233.52%
4,079 $426,000
Q3 2023

Oct 10, 2023
SELL
$89.97 - $100.32 $13,045 - $14,546
-145 Reduced 10.6%
1,223 $111,000
Q1 2023

Apr 13, 2023
BUY
$82.89 - $94.68 $113,393 - $129,522
1,368 New
1,368 $125,000
Q3 2022

Oct 11, 2022
BUY
$78.02 - $94.38 $105,405 - $127,507
1,351 New
1,351 $106,000

Others Institutions Holding IWP

# of Institutions
1,095
Shares Held
102M
Call Options Held
59.7K
Put Options Held
5.2K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Householder Group Estate & Retirement Specialist, LLC Portfolio

Follow Householder Group Estate & Retirement Specialist, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email