Lifelong Wealth Advisors, Inc. Ishares Russell Mid Cap Growth Transaction History

Lifelong Wealth Advisors, Inc.

  • $301 Billion
  • Q2 2025

A detailed history of Lifelong Wealth Advisors, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 11,851 shares of IWP stock, worth $1.7 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
11,851
Previous 12,911 8.21%
Holding current value
$1.7 Million
Previous $1.52 Billion 8.34%
% of portfolio
0.55%
Previous 0.71%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
SELL
$104.34 - $138.68 $110,600 - $147,000
-1,060 Reduced 8.21%
11,851 $1.64 Billion
Q1 2025

Apr 23, 2025
SELL
$114.9 - $139.6 $76,063 - $92,415
-662 Reduced 4.88%
12,911 $1.52 Billion
Q4 2024

Feb 13, 2025
BUY
$116.4 - $138.52 $1.58 Million - $1.88 Million
13,573 New
13,573 $1.72 Billion

Others Institutions Holding IWP

# of Institutions
1,305
Shares Held
131M
Call Options Held
196K
Put Options Held
340K
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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