Marshall Financial Group Inc Ishares Russell Mid Cap Growth Transaction History

Marshall Financial Group Inc

$334 Million
Q2 2025

A detailed history of Marshall Financial Group Inc transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Marshall Financial Group Inc holds 7,081 shares of IWP stock, worth $1.01 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

7,081

Previous 7,075 0.08%

Holding current value

$1.01 Million

Previous $831,000 18.05%

% of portfolio

0.29%

Previous 0.26%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$104.34 - $138.68 $626 - $832	6 Added 0.08%	7,081 $981,000
Q1 2025 Apr 30, 2025	BUY	$114.9 - $139.6 $459 - $558	4 Added 0.06%	7,075 $831,000
Q4 2024 Jan 24, 2025	SELL	$116.4 - $138.52 $72,633 - $86,436	-624 Reduced 8.11%	7,071 $896,000
Q3 2024 Nov 04, 2024	BUY	$103.87 - $117.59 $934 - $1,058	9 Added 0.12%	7,695 $902,000
Q2 2024 Aug 09, 2024	BUY	$105.7 - $113.43 $739 - $794	7 Added 0.09%	7,686 $848,000
Q1 2024 May 08, 2024	BUY	$100.66 - $114.14 $603 - $684	6 Added 0.08%	7,679 $876,000
Q4 2023 Feb 07, 2024	BUY	$85.66 - $105.12 $1,884 - $2,312	22 Added 0.29%	7,673 $801,000
Q2 2023 Aug 10, 2023	BUY	$87.72 - $96.63 $438 - $483	5 Added 0.07%	7,651 $739,000
Q1 2023 May 02, 2023	BUY	$82.89 - $94.68 $746 - $852	9 Added 0.12%	7,646 $696,000
Q4 2022 Feb 03, 2023	BUY	$77.4 - $89.88 $1,702 - $1,977	22 Added 0.29%	7,637 $638,000
Q2 2022 Aug 10, 2022	BUY	$75.41 - $102.47 $226 - $307	3 Added 0.04%	7,615 $603,000
Q1 2022 May 10, 2022	SELL	$89.52 - $114.03 $69,557 - $88,601	-777 Reduced 9.26%	7,612 $765,000
Q4 2021 Feb 08, 2022	BUY	$109.8 - $123.28 $86,193 - $96,774	785 Added 10.32%	8,389 $967,000
Q2 2021 Jul 29, 2021	SELL	$99.98 - $113.73 $166,466 - $189,360	-1,665 Reduced 17.96%	7,604 $861,000
Q4 2020 Feb 04, 2021	BUY	$86.54 - $104.78 $335,515 - $406,232	3,877 Added 71.9%	9,269 $951,000
Q3 2020 Nov 10, 2020	BUY	$79.56 - $90.13 $159 - $180	2 Added 0.04%	5,392 $932,000
Q2 2020 Jul 27, 2020	BUY	$57.59 - $81.27 $230 - $325	4 Added 0.07%	5,390 $852,000
Q4 2019 Feb 05, 2020	BUY	$68.8 - $76.63 $206 - $229	3 Added 0.06%	5,386 $822,000
Q2 2019 Jul 23, 2019	BUY	N/A	2 Added 0.04%	5,383 $768,000
Q1 2019 Apr 26, 2019	SELL	N/A	-381 Reduced 6.61%	5,381 $730,000
Q4 2018 Feb 11, 2019	BUY	N/A	5,762 New	5,762 $655,000

Others Institutions Holding IWP

# of Institutions

1,307

Shares Held

131M

Call Options Held

196K

Put Options Held

340K

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Marshall Financial Group Inc Ishares Russell Mid Cap Growth Transaction History