Investmark Advisory Group LLC Ishares Russell Mid Cap Growth Transaction History

Investmark Advisory Group LLC

  • $200 Million
  • Q4 2024

A detailed history of Investmark Advisory Group LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Investmark Advisory Group LLC holds 5,736 shares of IWP stock, worth $748,089. This represents 0.36% of its overall portfolio holdings.

Number of Shares
5,736
Previous 5,637 1.76%
Holding current value
$748,089
Previous $661,000 9.98%
% of portfolio
0.36%
Previous 0.33%

Shares

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

Feb 18, 2025
BUY
$116.4 - $138.52 $11,523 - $13,713
99 Added 1.76%
5,736 $727,000
Q3 2024

Nov 14, 2024
BUY
$103.87 - $117.59 $28,668 - $32,454
276 Added 5.15%
5,637 $661,000
Q2 2024

Aug 14, 2024
BUY
$105.7 - $113.43 $15,855 - $17,014
150 Added 2.88%
5,361 $591,000
Q1 2024

May 17, 2024
BUY
$100.66 - $114.14 $6,341 - $7,190
63 Added 1.22%
5,211 $594,000
Q4 2023

Feb 14, 2024
BUY
$85.66 - $105.12 $14,390 - $17,660
168 Added 3.37%
5,148 $537,000
Q2 2023

Aug 14, 2023
BUY
$87.72 - $96.63 $81,053 - $89,286
924 Added 22.78%
4,980 $481,000
Q1 2023

May 15, 2023
SELL
$82.89 - $94.68 $379,553 - $433,539
-4,579 Reduced 53.03%
4,056 $369,000
Q4 2022

Jan 24, 2023
BUY
$77.4 - $89.88 $668,349 - $776,113
8,635 New
8,635 $0
Q2 2022

Jul 15, 2022
SELL
$75.41 - $102.47 $179,852 - $244,390
-2,385 Closed
0 $0
Q1 2022

May 03, 2022
BUY
$89.52 - $114.03 $48,430 - $61,690
541 Added 29.34%
2,385 $239,000
Q4 2021

May 03, 2022
BUY
$109.8 - $123.28 $202,471 - $227,328
1,844 New
1,844 $212,000

Others Institutions Holding IWP

# of Institutions
1,215
Shares Held
116M
Call Options Held
84.8K
Put Options Held
13.5K
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 Investmark Advisory Group LLC Portfolio

Follow Investmark Advisory Group 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 Investmark Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investmark Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email