Journey Strategic Wealth LLC Ishares Russell Mid Cap Growth Transaction History

Journey Strategic Wealth LLC

  • $2.65 Billion
  • Q4 2024

A detailed history of Journey Strategic Wealth LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 4,880 shares of IWP stock, worth $669,145. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,880
Previous 4,371 11.64%
Holding current value
$669,145
Previous $512,000 20.7%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 24, 2025
BUY
$116.4 - $138.52 $59,247 - $70,506
509 Added 11.64%
4,880 $618,000
Q3 2024

Nov 12, 2024
BUY
$103.87 - $117.59 $105,220 - $119,118
1,013 Added 30.17%
4,371 $512,000
Q2 2024

Aug 14, 2024
BUY
$105.7 - $113.43 $163,517 - $175,476
1,547 Added 85.42%
3,358 $370,000
Q1 2024

May 13, 2024
SELL
$100.66 - $114.14 $25,466 - $28,877
-253 Reduced 12.26%
1,811 $206,000
Q4 2023

Feb 09, 2024
BUY
$85.66 - $105.12 $176,802 - $216,967
2,064 New
2,064 $215,000
Q2 2023

Aug 14, 2023
SELL
$87.72 - $96.63 $5,350 - $5,894
-61 Reduced 2.77%
2,139 $206,000
Q1 2023

May 11, 2023
SELL
$82.89 - $94.68 $118,449 - $135,297
-1,429 Reduced 39.38%
2,200 $200,000
Q4 2022

Feb 14, 2023
SELL
$77.4 - $89.88 $42,570 - $49,434
-550 Reduced 13.16%
3,629 $303,000
Q3 2022

Nov 14, 2022
BUY
$78.02 - $94.38 $29,491 - $35,675
378 Added 9.94%
4,179 $327,000
Q2 2022

Aug 15, 2022
BUY
$75.41 - $102.47 $286,633 - $389,488
3,801 New
3,801 $301,000
Q1 2022

May 16, 2022
SELL
$89.52 - $114.03 $3.45 Million - $4.4 Million
-38,560 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$109.8 - $123.28 $4.23 Million - $4.75 Million
38,560 New
38,560 $4.44 Million

Others Institutions Holding IWP

# of Institutions
1,154
Shares Held
106M
Call Options Held
59.8K
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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