A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 64,943 shares of IWP stock, worth $8.49 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
64,943
Previous 63,283 2.62%
Holding current value
$8.49 Million
Previous $6.98 Million 9.08%
% of portfolio
0.33%
Previous 0.33%

Shares

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

Oct 24, 2024

BUY
$103.87 - $117.59 $172,424 - $195,199
1,660 Added 2.62%
64,943 $7.62 Million
Q2 2024

Aug 08, 2024

SELL
$105.7 - $113.43 $172,713 - $185,344
-1,634 Reduced 2.52%
63,283 $6.98 Million
Q1 2024

Apr 30, 2024

SELL
$100.66 - $114.14 $108,310 - $122,814
-1,076 Reduced 1.63%
64,917 $7.41 Million
Q4 2023

Jan 31, 2024

BUY
$85.66 - $105.12 $213,464 - $261,959
2,492 Added 3.92%
65,993 $6.89 Million
Q3 2023

Oct 24, 2023

BUY
$89.97 - $100.32 $107,424 - $119,782
1,194 Added 1.92%
63,501 $5.8 Million
Q2 2023

Jul 27, 2023

BUY
$87.72 - $96.63 $130,001 - $143,205
1,482 Added 2.44%
62,307 $6.02 Million
Q1 2023

May 03, 2023

BUY
$82.89 - $94.68 $155,004 - $177,051
1,870 Added 3.17%
60,825 $5.54 Million
Q4 2022

Feb 14, 2023

SELL
$77.4 - $89.88 $123,607 - $143,538
-1,597 Reduced 2.64%
58,955 $4.93 Million
Q3 2022

Oct 31, 2022

BUY
$78.02 - $94.38 $462,424 - $559,390
5,927 Added 10.85%
60,552 $4.75 Million
Q2 2022

Jul 27, 2022

BUY
$75.41 - $102.47 $345,830 - $469,927
4,586 Added 9.16%
54,625 $4.33 Million
Q1 2022

Jun 10, 2022

SELL
$89.52 - $114.03 $420 Million - $536 Million
-4,697,080 Reduced 98.95%
50,039 $5.03 Million
Q1 2022

May 16, 2022

BUY
$89.52 - $114.03 $421 Million - $537 Million
4,705,496 Added 11305.04%
4,747,119 $332,000
Q4 2021

Jan 25, 2022

BUY
$109.8 - $123.28 $4.57 Million - $5.13 Million
41,623 New
41,623 $4.8 Million
Q3 2021

Oct 26, 2021

SELL
$109.39 - $119.47 $3.68 Million - $4.02 Million
-33,620 Closed
0 $0
Q2 2021

Aug 06, 2021

BUY
$99.98 - $113.73 $1.59 Million - $1.81 Million
15,949 Added 90.26%
33,620 $3.81 Million
Q1 2021

Apr 28, 2021

BUY
$96.94 - $112.05 $389,407 - $450,104
4,017 Added 29.42%
17,671 $1.8 Million
Q4 2020

Feb 12, 2021

BUY
$86.54 - $104.78 $1.03 Million - $1.25 Million
11,929 Added 691.54%
13,654 $1.4 Million
Q3 2020

Nov 05, 2020

BUY
$79.56 - $90.13 $137,241 - $155,474
1,725 New
1,725 $298,000
Q1 2020

May 07, 2020

SELL
$52.32 - $81.58 $145,763 - $227,281
-2,786 Closed
0 $0
Q4 2019

Jan 23, 2020

BUY
$68.8 - $76.63 $191,676 - $213,491
2,786 New
2,786 $425,000

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track J.W. Cole Advisors, Inc. Portfolio

Follow J.W. Cole Advisors, Inc. 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 J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.