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

Lji Wealth Management, LLC

  • $387 Billion
  • Q1 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 3,686 shares of IWP stock, worth $409,182. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,686
Previous 3,348 10.1%
Holding current value
$409,182
Previous $350 Million 20.3%
% of portfolio
0.11%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$81.31 - $89.88 $246,938 - $272,965
3,037 New
3,037 $254 Million

Others Institutions Holding IWP

# of Institutions
1,082
Shares Held
110M
Call Options Held
93.3K
Put Options Held
6.9K
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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