A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 2,400 shares of IWP stock, worth $308,880. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,400
Previous 2,400 -0.0%
Holding current value
$308,880
Previous $264,000 6.44%
% of portfolio
0.03%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$100.66 - $114.14 $335,197 - $380,086
-3,330 Reduced 58.12%
2,400 $273,000
Q4 2023

Feb 12, 2024

BUY
$85.66 - $105.12 $285,247 - $350,049
3,330 Added 138.75%
5,730 $598,000
Q1 2023

May 11, 2023

SELL
$82.89 - $94.68 $680,444 - $777,228
-8,209 Reduced 77.38%
2,400 $218,000
Q4 2022

Feb 13, 2023

BUY
$77.4 - $89.88 $821,136 - $953,536
10,609 New
10,609 $886,000
Q2 2022

Aug 02, 2022

SELL
$75.41 - $102.47 $173,065 - $235,168
-2,295 Closed
0 $0
Q1 2022

May 03, 2022

SELL
$89.52 - $114.03 $234,363 - $298,530
-2,618 Reduced 53.29%
2,295 $231,000
Q4 2021

Feb 02, 2022

BUY
$109.8 - $123.28 $539,447 - $605,674
4,913 New
4,913 $566,000

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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