A detailed history of Latitude Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Latitude Advisors, LLC holds 2,136 shares of IWP stock, worth $252,582. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,136
Previous 2,320 7.93%
Holding current value
$252,582
Previous $264,000 10.98%
% of portfolio
0.17%
Previous 0.19%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

SELL
$105.7 - $113.43 $19,448 - $20,871
-184 Reduced 7.93%
2,136 $235,000
Q1 2024

Apr 25, 2024

BUY
$100.66 - $114.14 $35,029 - $39,720
348 Added 17.65%
2,320 $264,000
Q4 2023

Jan 30, 2024

BUY
$85.66 - $105.12 $168,921 - $207,296
1,972 New
1,972 $205,000
Q2 2022

Jul 28, 2022

SELL
$75.41 - $102.47 $389,794 - $529,667
-5,169 Closed
0 $0
Q1 2022

Apr 29, 2022

BUY
$89.52 - $114.03 $154,422 - $196,701
1,725 Added 50.09%
5,169 $520,000
Q4 2021

Jan 18, 2022

SELL
$109.8 - $123.28 $109 - $123
-1 Reduced 0.03%
3,444 $397,000
Q3 2021

Oct 14, 2021

BUY
$109.39 - $119.47 $376,848 - $411,574
3,445 New
3,445 $386,000

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


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

Track Latitude Advisors, LLC Portfolio

Follow Latitude Advisors, LLC 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 Latitude Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Latitude Advisors, LLC with notifications on news.