A detailed history of Montag A & Associates Inc transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Montag A & Associates Inc holds 1,675 shares of IWP stock, worth $218,939. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,675
Previous 1,675 -0.0%
Holding current value
$218,939
Previous $184,000 6.52%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024

BUY
$85.66 - $105.12 $49,939 - $61,284
583 Added 53.39%
1,675 $174,000
Q3 2023

Nov 09, 2023

SELL
$89.97 - $100.32 $4,498 - $5,016
-50 Reduced 4.38%
1,092 $99,000
Q4 2022

Feb 02, 2023

BUY
$77.4 - $89.88 $5,727 - $6,651
74 Added 6.93%
1,142 $95,000
Q1 2021

May 14, 2021

BUY
$96.94 - $112.05 $4,847 - $5,602
50 Added 4.91%
1,068 $109,000
Q4 2020

Feb 12, 2021

BUY
$86.54 - $104.78 $88,097 - $106,666
1,018 New
1,018 $104,000

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


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

Track Montag A & Associates Inc Portfolio

Follow Montag A & Associates Inc 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 Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montag A & Associates Inc with notifications on news.