Lji Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Lji Wealth Management, LLC

$508 Billion
Q4 2024

A detailed history of Lji Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Lji Wealth Management, LLC holds 2,154 shares of IWP stock, worth $253,375. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,154

Previous 3,601 40.18%

Holding current value

$253,375

Previous $422 Million 35.36%

% of portfolio

0.05%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$116.4 - $138.52 $168,430 - $200,438	-1,447 Reduced 40.18%	2,154 $273 Million
Q3 2024 Nov 06, 2024	SELL	$103.87 - $117.59 $8,828 - $9,995	-85 Reduced 2.31%	3,601 $422 Million
Q1 2024 May 15, 2024	BUY	$100.66 - $114.14 $34,023 - $38,579	338 Added 10.1%	3,686 $421 Million
Q4 2023 Feb 13, 2024	SELL	$85.66 - $105.12 $8,394 - $10,301	-98 Reduced 2.84%	3,348 $350 Million
Q3 2023 Feb 02, 2024	SELL	$89.97 - $100.32 $89 - $100	-1 Reduced 0.03%	3,446 $315 Million
Q2 2023 Feb 02, 2024	BUY	$87.72 - $96.63 $45,263 - $49,861	516 Added 17.6%	3,447 $333 Million
Q1 2023 Feb 02, 2024	SELL	$82.89 - $94.68 $8,786 - $10,036	-106 Reduced 3.49%	2,931 $267 Million
Q4 2022 Jan 02, 2024	BUY	$77.4 - $89.88 $235,063 - $272,965	3,037 New	3,037 $254 Million

Others Institutions Holding IWP

# of Institutions

1,229

Shares Held

116M

Call Options Held

84.8K

Put Options Held

13.5K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

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Lji Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History