A detailed history of Mission Wealth Management, LP transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Mission Wealth Management, LP holds 9,939 shares of IWP stock, worth $1.29 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,939
Previous 9,863 0.77%
Holding current value
$1.29 Million
Previous $1.09 Million 7.08%
% of portfolio
0.03%
Previous 0.03%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$103.87 - $117.59 $7,894 - $8,936
76 Added 0.77%
9,939 $1.17 Million
Q2 2024

Aug 02, 2024

SELL
$105.7 - $113.43 $34,352 - $36,864
-325 Reduced 3.19%
9,863 $1.09 Million
Q1 2024

Apr 30, 2024

BUY
$100.66 - $114.14 $52,242 - $59,238
519 Added 5.37%
10,188 $1.16 Million
Q4 2023

Feb 05, 2024

BUY
$85.66 - $105.12 $3,512 - $4,309
41 Added 0.43%
9,669 $1.01 Million
Q3 2023

Oct 23, 2023

SELL
$89.97 - $100.32 $59,020 - $65,809
-656 Reduced 6.38%
9,628 $879,000
Q2 2023

Aug 04, 2023

BUY
$87.72 - $96.63 $7,894 - $8,696
90 Added 0.88%
10,284 $993,000
Q1 2023

Apr 07, 2023

BUY
$82.89 - $94.68 $248 - $284
3 Added 0.03%
10,194 $928,000
Q4 2022

Feb 02, 2023

SELL
$77.4 - $89.88 $387 - $449
-5 Reduced 0.05%
10,191 $851,000
Q3 2022

Oct 12, 2022

BUY
$78.02 - $94.38 $312 - $377
4 Added 0.04%
10,196 $800,000
Q2 2022

Jul 27, 2022

SELL
$75.41 - $102.47 $40,118 - $54,514
-532 Reduced 4.96%
10,192 $807,000
Q1 2022

Apr 25, 2022

BUY
$89.52 - $114.03 $52,548 - $66,935
587 Added 5.79%
10,724 $1.08 Million
Q4 2021

Feb 11, 2022

BUY
$109.8 - $123.28 $11,419 - $12,821
104 Added 1.04%
10,137 $1.17 Million
Q3 2021

Nov 05, 2021

BUY
$109.39 - $119.47 $218 - $238
2 Added 0.02%
10,033 $1.12 Million
Q2 2021

Aug 10, 2021

BUY
$99.98 - $113.73 $2,099 - $2,388
21 Added 0.21%
10,031 $1.14 Million
Q1 2021

May 10, 2021

BUY
$96.94 - $112.05 $34,219 - $39,553
353 Added 3.66%
10,010 $1.02 Million
Q4 2020

Jan 19, 2021

BUY
$86.54 - $104.78 $429,065 - $519,499
4,958 Added 105.51%
9,657 $991,000
Q3 2020

Oct 16, 2020

BUY
$79.56 - $90.13 $79 - $90
1 Added 0.02%
4,699 $812,000
Q2 2020

Aug 03, 2020

SELL
$57.59 - $81.27 $4,607 - $6,501
-80 Reduced 1.67%
4,698 $743,000
Q1 2020

Apr 10, 2020

SELL
$52.32 - $81.58 $5,755 - $8,973
-110 Reduced 2.25%
4,778 $581,000
Q4 2019

Jan 21, 2020

BUY
$68.8 - $76.63 $68 - $76
1 Added 0.02%
4,888 $746,000
Q3 2019

Oct 16, 2019

BUY
$70.16 - $72.24 $12,839 - $13,219
183 Added 3.89%
4,887 $691,000
Q2 2019

Aug 09, 2019

BUY
N/A
909 Added 23.95%
4,704 $671,000
Q4 2018

Feb 08, 2019

SELL
N/A
-1,374 Reduced 26.58%
3,795 $432,000
Q2 2018

Aug 08, 2018

BUY
N/A
1,974 Added 61.78%
5,169 $655,000
Q4 2017

Feb 09, 2018

BUY
N/A
195 Added 6.5%
3,195 $385,000
Q2 2017

Aug 11, 2017

BUY
N/A
3,000
3,000 $324,000

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP 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 Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.