Institute For Wealth Management, Llc. Ishares Russell Mid Cap Growth Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,754 shares of IWP stock, worth $395,281. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,754
Previous 1,679 64.03%
Holding current value
$395,281
Previous $232,000 68.97%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 17, 2025
BUY
$137.51 - $145.26 $147,823 - $156,154
1,075 Added 64.03%
2,754 $392,000
Q2 2025

Jul 18, 2025
BUY
$104.34 - $138.68 $175,186 - $232,843
1,679 New
1,679 $232,000
Q4 2024

Jan 23, 2025
BUY
$116.4 - $138.52 $195,435 - $232,575
1,679 New
1,679 $212,000
Q1 2020

Apr 29, 2020
SELL
$52.32 - $81.58 $17,788 - $27,737
-340 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$68.8 - $76.63 $23,392 - $26,054
340 New
340 $52,000

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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