Intergy Private Wealth, LLC Ishares Russell Mid Cap Growth Transaction History

Intergy Private Wealth, LLC

  • $260 Million
  • Q3 2024

A detailed history of Intergy Private Wealth, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 22,281 shares of IWP stock, worth $2.85 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
22,281
Previous 21,242 4.89%
Holding current value
$2.85 Million
Previous $2.34 Million 11.48%
% of portfolio
1.01%
Previous 0.98%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$103.87 - $117.59 $107,920 - $122,176
1,039 Added 4.89%
22,281 $2.61 Million
Q2 2024

Jul 15, 2024
BUY
$105.7 - $113.43 $70,079 - $75,204
663 Added 3.22%
21,242 $2.34 Million
Q1 2024

Apr 24, 2024
BUY
$100.66 - $114.14 $2,818 - $3,195
28 Added 0.14%
20,579 $2.35 Million
Q4 2023

Jan 11, 2024
BUY
$85.66 - $105.12 $36,148 - $44,360
422 Added 2.1%
20,551 $2.15 Million
Q3 2023

Oct 19, 2023
BUY
$89.97 - $100.32 $110,033 - $122,691
1,223 Added 6.47%
20,129 $1.84 Million
Q2 2023

Aug 11, 2023
BUY
$87.72 - $96.63 $47,807 - $52,663
545 Added 2.97%
18,906 $1.83 Million
Q1 2023

May 03, 2023
BUY
$82.89 - $94.68 $85,210 - $97,331
1,028 Added 5.93%
18,361 $1.67 Million
Q4 2022

Jan 18, 2023
BUY
$77.4 - $89.88 $209,212 - $242,945
2,703 Added 18.48%
17,333 $0
Q3 2022

Oct 18, 2022
BUY
$78.02 - $94.38 $157,366 - $190,364
2,017 Added 15.99%
14,630 $1.15 Million
Q2 2022

Jul 13, 2022
BUY
$75.41 - $102.47 $207,452 - $281,894
2,751 Added 27.89%
12,613 $999,000
Q1 2022

Apr 25, 2022
BUY
$89.52 - $114.03 $347,785 - $443,006
3,885 Added 65.0%
9,862 $991,000
Q4 2021

Feb 17, 2022
BUY
$109.8 - $123.28 $656,274 - $736,844
5,977 New
5,977 $689,000

Others Institutions Holding IWP

# of Institutions
1,086
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
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