Lloyd Advisory Services, Llc. Ishares Russell Mid Cap Growth Transaction History

Lloyd Advisory Services, Llc.

  • $117 Million
  • Q4 2024

A detailed history of Lloyd Advisory Services, Llc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Lloyd Advisory Services, Llc. holds 1,694 shares of IWP stock, worth $220,931. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,694
Holding current value
$220,931
% of portfolio
0.18%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$116.4 - $138.52 $197,181 - $234,652
1,694 New
1,694 $214,000
Q2 2022

Aug 15, 2022
SELL
$75.41 - $102.47 $72,091 - $97,961
-956 Closed
0 $0
Q1 2022

May 02, 2022
SELL
$89.52 - $114.03 $19,515 - $24,858
-218 Reduced 18.57%
956 $96,000
Q4 2021

Jan 26, 2022
SELL
$109.8 - $123.28 $4,831 - $5,424
-44 Reduced 3.61%
1,174 $135,000
Q3 2021

Oct 21, 2021
SELL
$109.39 - $119.47 $21,659 - $23,655
-198 Reduced 13.98%
1,218 $137,000
Q2 2021

Aug 09, 2021
BUY
$99.98 - $113.73 $7,698 - $8,757
77 Added 5.75%
1,416 $160,000
Q1 2021

May 04, 2021
SELL
$96.94 - $112.05 $5,234 - $6,050
-54 Reduced 3.88%
1,339 $137,000
Q4 2020

Feb 04, 2021
BUY
$86.54 - $104.78 $54,174 - $65,592
626 Added 81.62%
1,393 $143,000
Q3 2020

Oct 28, 2020
SELL
$79.56 - $90.13 $11,377 - $12,888
-143 Reduced 15.71%
767 $133,000
Q2 2020

Aug 07, 2020
SELL
$57.59 - $81.27 $1,727 - $2,438
-30 Reduced 3.19%
910 $144,000
Q1 2020

Jun 03, 2020
BUY
$52.32 - $81.58 $10,045 - $15,663
192 Added 25.67%
940 $114,000
Q4 2019

Feb 12, 2020
BUY
$68.8 - $76.63 $51,462 - $57,319
748 New
748 $114,000

Others Institutions Holding IWP

# of Institutions
1,215
Shares Held
116M
Call Options Held
84.8K
Put Options Held
13.5K
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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