Lowery Thomas, LLC Ishares Russell Mid Cap Growth Transaction History

Lowery Thomas, LLC

  • $137 Million
  • Q2 2024

A detailed history of Lowery Thomas, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Lowery Thomas, LLC holds 24,852 shares of IWP stock, worth $3.14 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares
24,852
Previous 25,408 2.19%
Holding current value
$3.14 Million
Previous $2.9 Million 5.45%
% of portfolio
2.0%
Previous 2.22%

Shares

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

Aug 02, 2024
SELL
$105.7 - $113.43 $58,769 - $63,067
-556 Reduced 2.19%
24,852 $2.74 Million
Q1 2024

May 10, 2024
SELL
$100.66 - $114.14 $87,775 - $99,530
-872 Reduced 3.32%
25,408 $2.9 Million
Q4 2023

Feb 05, 2024
SELL
$85.66 - $105.12 $77,522 - $95,133
-905 Reduced 3.33%
26,280 $2.75 Million
Q3 2023

Nov 01, 2023
BUY
$89.97 - $100.32 $82,592 - $92,093
918 Added 3.49%
27,185 $2.48 Million
Q2 2023

Jul 31, 2023
SELL
$87.72 - $96.63 $7,193 - $7,923
-82 Reduced 0.31%
26,267 $2.54 Million
Q1 2023

May 04, 2023
SELL
$82.89 - $94.68 $1.33 Million - $1.52 Million
-16,034 Reduced 37.83%
26,349 $2.4 Million
Q4 2022

Feb 10, 2023
BUY
$77.4 - $89.88 $39,009 - $45,299
504 Added 1.2%
42,383 $3.54 Million
Q3 2022

Nov 14, 2022
BUY
$78.02 - $94.38 $28,321 - $34,259
363 Added 0.87%
41,879 $3.29 Million
Q2 2022

Aug 15, 2022
SELL
$75.41 - $102.47 $502,079 - $682,245
-6,658 Reduced 13.82%
41,516 $3.29 Million
Q1 2022

May 10, 2022
SELL
$89.52 - $114.03 $1.32 Million - $1.68 Million
-14,706 Reduced 23.39%
48,174 $4.84 Million
Q4 2021

May 10, 2022
BUY
$109.8 - $123.28 $6.9 Million - $7.75 Million
62,880 New
62,880 $7.25 Million

Others Institutions Holding IWP

# of Institutions
1,072
Shares Held
103M
Call Options Held
63.3K
Put Options Held
1.4K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Lowery Thomas, LLC Portfolio

Follow Lowery Thomas, 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 Lowery Thomas, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lowery Thomas, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email