Moneco Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Moneco Advisors, LLC

$606 Million
Q1 2024

A detailed history of Moneco Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Moneco Advisors, LLC holds 9,175 shares of IWP stock, worth $1.01 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

9,175

Previous 9,184 0.1%

Holding current value

$1.01 Million

Previous $959,000 9.18%

% of portfolio

0.17%

Previous 0.19%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	SELL	$100.66 - $114.14 $905 - $1,027	-9 Reduced 0.1%	9,175 $1.05 Million
Q4 2023 Mar 13, 2024	BUY	$85.66 - $105.12 $8,737 - $10,722	102 Added 1.12%	9,184 $959,000
Q4 2023 Feb 05, 2024	BUY	$85.66 - $105.12 $6,081 - $7,463	71 Added 0.92%	7,763 $810,000
Q3 2023 Mar 13, 2024	BUY	$89.97 - $100.32 $32,299 - $36,014	359 Added 4.12%	9,082 $829,000
Q3 2023 Nov 03, 2023	BUY	$89.97 - $100.32 $32,299 - $36,014	359 Added 4.9%	7,692 $702,000

Q2 2023 Mar 13, 2024	BUY	$87.72 - $96.63 $84,211 - $92,764	960 Added 12.37%	8,723 $842,000
Q2 2023 Aug 02, 2023	BUY	$87.72 - $96.63 $83,860 - $92,378	956 Added 14.99%	7,333 $708,000
Q1 2023 May 11, 2023	BUY	$82.89 - $94.68 $159,065 - $181,690	1,919 Added 43.05%	6,377 $580,000
Q4 2022 Jan 27, 2023	BUY	$81.31 - $89.88 $28,377 - $31,368	349 Added 8.49%	4,458 $372,000
Q3 2022 Nov 01, 2022	SELL	N/A	-64 Reduced 1.53%	4,109 $322,000
Q2 2022 Aug 10, 2022	BUY	N/A	230 Added 5.83%	4,173 $331,000
Q1 2022 May 09, 2022	BUY	N/A	1 Added 0.03%	3,943 $396,000
Q4 2021 Feb 08, 2022	BUY	N/A	122 Added 3.19%	3,942 $387,000
Q3 2021 Nov 03, 2021	BUY	N/A	1 Added 0.03%	3,820 $428,000
Q2 2021 Aug 10, 2021	BUY	N/A	34 Added 0.9%	3,819 $432,000
Q1 2021 May 17, 2021	BUY	N/A	198 Added 5.52%	3,785 $386,000
Q4 2020 Jan 22, 2021	BUY	N/A	1,794 Added 100.06%	3,587 $379,000
Q3 2020 Oct 20, 2020	BUY	N/A	18 Added 1.01%	1,793 $310,000
Q2 2020 Jul 31, 2020	BUY	N/A	60 Added 3.5%	1,775 $281,000
Q1 2020 May 11, 2020	SELL	N/A	-246 Reduced 12.54%	1,715 $209,000
Q4 2019 Jan 21, 2020	BUY	N/A	1 Added 0.05%	1,961 $312,000
Q3 2019 Oct 31, 2019	BUY	N/A	1 Added 0.05%	1,960 $277,000
Q2 2019 Jul 24, 2019	BUY	N/A	1 Added 0.05%	1,959 $279,000
Q1 2019 Apr 26, 2019	SELL	N/A	-35 Reduced 1.76%	1,958 $266,000
Q4 2018 Feb 14, 2019	BUY	N/A	1,993 New	1,993 $227,000

Others Institutions Holding IWP

# of Institutions

1,082

Shares Held

110M

Call Options Held

93.3K

Put Options Held

6.9K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Moneco Advisors, LLC Ishares Russell Mid Cap Growth Transaction History