Kowal Investment Group, LLC Ishares Russell Mid Cap Growth Transaction History

Kowal Investment Group, LLC

$538 Million
Q3 2024

A detailed history of Kowal Investment Group, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Kowal Investment Group, LLC holds 2,088 shares of IWP stock, worth $280,355. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,088

Holding current value

$280,355

% of portfolio

0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$103.87 - $117.59 $216,880 - $245,527	2,088 New	2,088 $244,000
Q1 2024 Apr 18, 2024	BUY	$100.66 - $114.14 $182,697 - $207,164	1,815 New	1,815 $207,000
Q3 2022 Nov 09, 2022	BUY	$78.02 - $94.38 $624 - $755	8 Added 0.26%	3,095 $243,000
Q2 2022 Aug 15, 2022	SELL	$75.41 - $102.47 $88,606 - $120,402	-1,175 Reduced 27.57%	3,087 $245,000
Q1 2022 Apr 15, 2022	SELL	$89.52 - $114.03 $9,757 - $12,429	-109 Reduced 2.49%	4,262 $428,000
Q4 2021 Feb 11, 2022	BUY	$109.8 - $123.28 $329 - $369	3 Added 0.07%	4,371 $504,000
Q3 2021 Nov 12, 2021	BUY	$109.39 - $119.47 $546 - $597	5 Added 0.11%	4,368 $489,000
Q2 2021 Aug 12, 2021	SELL	$99.98 - $113.73 $19,096 - $21,722	-191 Reduced 4.19%	4,363 $494,000
Q1 2021 May 12, 2021	SELL	$96.94 - $112.05 $69,021 - $79,779	-712 Reduced 13.52%	4,554 $465,000
Q4 2020 Feb 19, 2021	BUY	$86.54 - $104.78 $455,719 - $551,771	5,266 New	5,266 $560,000

Others Institutions Holding IWP

# of Institutions

1,122

Shares Held

103M

Call Options Held

59.7K

Put Options Held

5.2K

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About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Kowal Investment Group, LLC Ishares Russell Mid Cap Growth Transaction History