Milestone Investment Advisors LLC Ishares Russell Mid Cap Growth Transaction History

Milestone Investment Advisors LLC

  • $371 Million
  • Q2 2025

A detailed history of Milestone Investment Advisors LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 1,321 shares of IWP stock, worth $184,570. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,321
Previous 1,415 6.64%
Holding current value
$184,570
Previous $166,000 10.24%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$104.34 - $138.68 $9,807 - $13,035
-94 Reduced 6.64%
1,321 $183,000
Q3 2023

Nov 08, 2023
BUY
$89.97 - $100.32 $23,122 - $25,782
257 Added 22.19%
1,415 $129,000
Q4 2022

Mar 15, 2023
BUY
$77.4 - $89.88 $89,629 - $104,081
1,158 New
1,158 $96.8 Million

Others Institutions Holding IWP

# of Institutions
1,305
Shares Held
131M
Call Options Held
196K
Put Options Held
340K
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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