Icon Wealth Partners, LLC Ishares Russell Mid Cap Growth Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 4,208 shares of IWP stock, worth $464,058. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,208
Previous 4,234 0.61%
Holding current value
$464,058
Previous $409,000 6.11%
% of portfolio
0.04%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
SELL
$89.97 - $100.32 $2,339 - $2,608
-26 Reduced 0.61%
4,208 $384,000
Q1 2023

May 11, 2023
BUY
$82.89 - $94.68 $2,320 - $2,651
28 Added 0.67%
4,234 $385,000
Q2 2022

Jul 19, 2022
SELL
N/A
-25 Reduced 0.59%
4,206 $333,000
Q1 2022

Apr 19, 2022
SELL
N/A
-348 Reduced 7.6%
4,231 $425,000
Q4 2021

Jan 19, 2022
SELL
N/A
-281 Reduced 5.78%
4,579 $528,000
Q1 2021

Apr 26, 2021
BUY
N/A
26 Added 0.54%
4,860 $496,000
Q4 2020

Feb 08, 2021
BUY
N/A
2,417 Added 100.0%
4,834 $496,000
Q1 2019

May 09, 2019
SELL
N/A
-182 Reduced 7.0%
2,417 $328,000
Q4 2018

Feb 14, 2019
SELL
N/A
-648 Reduced 19.96%
2,599 $296,000
Q3 2018

Nov 14, 2018
SELL
N/A
-665 Reduced 17.0%
3,247 $440,000
Q2 2018

Aug 13, 2018
SELL
N/A
-1,464 Reduced 27.23%
3,912 $496,000
Q1 2018

May 15, 2018
SELL
N/A
-2,378 Reduced 30.67%
5,376 $661,000
Q4 2017

Feb 13, 2018
BUY
N/A
7,754
7,754 $935,000

Others Institutions Holding IWP

# of Institutions
1,082
Shares Held
110M
Call Options Held
93.3K
Put Options Held
6.9K
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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