Keystone Wealth Services, LLC Ishares Russell Mid Cap Growth Transaction History

Keystone Wealth Services, LLC

  • $336 Million
  • Q3 2024

A detailed history of Keystone Wealth Services, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 1,941 shares of IWP stock, worth $249,010. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,941
Previous 1,963 1.12%
Holding current value
$249,010
Previous $216,000 5.09%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 15, 2024
SELL
$103.87 - $117.59 $2,285 - $2,586
-22 Reduced 1.12%
1,941 $227,000
Q2 2024

Jul 12, 2024
SELL
$105.7 - $113.43 $4,545 - $4,877
-43 Reduced 2.14%
1,963 $216,000
Q1 2024

Apr 12, 2024
SELL
$100.66 - $114.14 $1,711 - $1,940
-17 Reduced 0.84%
2,006 $228,000
Q4 2023

Jan 17, 2024
SELL
$85.66 - $105.12 $110,758 - $135,920
-1,293 Reduced 38.99%
2,023 $211,000
Q3 2023

Oct 05, 2023
BUY
$89.97 - $100.32 $109,763 - $122,390
1,220 Added 58.21%
3,316 $302,000
Q2 2023

Jul 20, 2023
BUY
$87.72 - $96.63 $183,861 - $202,536
2,096 New
2,096 $202,000
Q2 2022

Jul 13, 2022
SELL
$75.41 - $102.47 $180,531 - $245,313
-2,394 Closed
0 $0
Q1 2022

Apr 21, 2022
SELL
$89.52 - $114.03 $161,136 - $205,254
-1,800 Reduced 42.92%
2,394 $241,000
Q4 2021

Feb 14, 2022
BUY
$109.8 - $123.28 $460,501 - $517,036
4,194 New
4,194 $483,000

Others Institutions Holding IWP

# of Institutions
1,085
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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