Mosaic Family Wealth Partners, LLC Ishares Russell Mid Cap Growth Transaction History

Mosaic Family Wealth Partners, LLC

$693 Billion
Q4 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 4,295 shares of IWP stock, worth $505,220. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,295

Previous 4,294 0.02%

Holding current value

$505,220

Previous $504 Million 8.08%

% of portfolio

0.08%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$116.4 - $138.52 $116 - $138	1 Added 0.02%	4,295 $544 Million
Q3 2024 Nov 13, 2024	SELL	$103.87 - $117.59 $18,696 - $21,166	-180 Reduced 4.02%	4,294 $504 Million
Q2 2024 Aug 06, 2024	SELL	$105.7 - $113.43 $13,952 - $14,972	-132 Reduced 2.87%	4,474 $494 Million
Q1 2024 Jun 13, 2024	SELL	$100.66 - $114.14 $5,636 - $6,391	-56 Reduced 1.2%	4,606 $526 Million
Q4 2023 Jan 29, 2024	BUY	$85.66 - $105.12 $171 - $210	2 Added 0.04%	4,662 $487 Million
Q2 2023 Aug 08, 2023	SELL	$87.72 - $96.63 $5,087 - $5,604	-58 Reduced 1.23%	4,660 $450 Million
Q1 2023 Apr 10, 2023	BUY	$82.89 - $94.68 $82 - $94	1 Added 0.02%	4,718 $430 Million
Q4 2022 Feb 14, 2023	BUY	$77.4 - $89.88 $365,095 - $423,963	4,717 New	4,717 $394 Million

Others Institutions Holding IWP

# of Institutions

1,227

Shares Held

116M

Call Options Held

84.8K

Put Options Held

13.5K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
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Mosaic Family Wealth Partners, LLC Ishares Russell Mid Cap Growth Transaction History