Kmg Fiduciary Partners, LLC Ishares Russell Mid Cap Growth Transaction History

Kmg Fiduciary Partners, LLC

$1.17 Billion
Q4 2024

A detailed history of Kmg Fiduciary Partners, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 57,623 shares of IWP stock, worth $7.32 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

57,623

Previous 56,314 2.32%

Holding current value

$7.32 Million

Previous $6.61 Million 10.57%

% of portfolio

0.62%

Previous 0.58%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$116.4 - $138.52 $152,367 - $181,322	1,309 Added 2.32%	57,623 $7.3 Million
Q3 2024 Oct 17, 2024	BUY	$103.87 - $117.59 $2.15 Million - $2.44 Million	20,720 Added 58.21%	56,314 $6.61 Million
Q2 2024 Jul 17, 2024	BUY	$105.7 - $113.43 $539,281 - $578,719	5,102 Added 16.73%	35,594 $3.93 Million
Q1 2024 Apr 10, 2024	SELL	$100.66 - $114.14 $3,422 - $3,880	-34 Reduced 0.11%	30,492 $3.48 Million
Q4 2023 Jan 10, 2024	SELL	$85.66 - $105.12 $213,379 - $261,853	-2,491 Reduced 7.54%	30,526 $3.19 Million
Q3 2023 Oct 25, 2023	SELL	$89.97 - $100.32 $80,703 - $89,987	-897 Reduced 2.64%	33,017 $3.02 Million
Q2 2023 Jul 14, 2023	SELL	$87.72 - $96.63 $530,004 - $583,838	-6,042 Reduced 15.12%	33,914 $3.28 Million
Q1 2023 Apr 13, 2023	SELL	$82.89 - $94.68 $128,396 - $146,659	-1,549 Reduced 3.73%	39,956 $3.64 Million
Q4 2022 Jan 12, 2023	SELL	$77.4 - $89.88 $264,166 - $306,760	-3,413 Reduced 7.6%	41,505 $0
Q3 2022 Oct 27, 2022	SELL	$78.02 - $94.38 $1.44 Million - $1.74 Million	-18,444 Reduced 29.11%	44,918 $3.52 Million
Q2 2022 Jul 13, 2022	SELL	$75.41 - $102.47 $247,948 - $336,921	-3,288 Reduced 4.93%	63,362 $5.02 Million
Q1 2022 Apr 19, 2022	SELL	$89.52 - $114.03 $547,146 - $696,951	-6,112 Reduced 8.4%	66,650 $6.7 Million
Q4 2021 Jan 12, 2022	SELL	$109.8 - $123.28 $436,674 - $490,284	-3,977 Reduced 5.18%	72,762 $8.38 Million
Q3 2021 Oct 12, 2021	SELL	$109.39 - $119.47 $601,754 - $657,204	-5,501 Reduced 6.69%	76,739 $8.6 Million
Q2 2021 Jul 20, 2021	BUY	$99.98 - $113.73 $112,777 - $128,287	1,128 Added 1.39%	82,240 $9.31 Million
Q1 2021 Apr 08, 2021	BUY	$96.94 - $112.05 $382,525 - $442,149	3,946 Added 5.11%	81,112 $8.28 Million
Q4 2020 Jan 13, 2021	BUY	$86.54 - $104.78 $3.27 Million - $3.96 Million	37,820 Added 96.12%	77,166 $7.87 Million
Q3 2020 Oct 13, 2020	SELL	$79.56 - $90.13 $330,174 - $374,039	-4,150 Reduced 9.54%	39,346 $6.8 Million
Q2 2020 Jul 22, 2020	SELL	$57.59 - $81.27 $1.36 Million - $1.92 Million	-23,565 Reduced 35.14%	43,496 $6.88 Million
Q1 2020 Apr 29, 2020	BUY	$52.32 - $81.58 $1.03 Million - $1.6 Million	19,661 Added 41.48%	67,061 $8.15 Million
Q4 2019 Jan 29, 2020	BUY	$68.8 - $76.63 $43,206 - $48,123	628 Added 1.34%	47,400 $7.23 Million
Q3 2019 Oct 15, 2019	BUY	$70.16 - $72.24 $25,889 - $26,656	369 Added 0.8%	46,772 $6.61 Million
Q2 2019 Jul 26, 2019	BUY	N/A	984 Added 2.17%	46,403 $6.62 Million
Q1 2019 Apr 16, 2019	BUY	N/A	1,202 Added 2.72%	45,419 $6.16 Million
Q4 2018 Apr 15, 2019	BUY	N/A	44,217 New	44,217 $5.03 Million

Others Institutions Holding IWP

# of Institutions

1,223

Shares Held

116M

Call Options Held

84.8K

Put Options Held

13.5K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Kmg Fiduciary Partners, LLC Ishares Russell Mid Cap Growth Transaction History