Mutual Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Mutual Advisors, LLC

$3.73 Billion
Q2 2025

A detailed history of Mutual Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Mutual Advisors, LLC holds 21,371 shares of IWP stock, worth $3.07 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

21,371

Previous 26,283 18.69%

Holding current value

$3.07 Million

Previous $3.09 Million 4.02%

% of portfolio

0.08%

Previous 0.09%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$104.34 - $138.68 $512,518 - $681,196	-4,912 Reduced 18.69%	21,371 $2.96 Million
Q1 2025 Apr 28, 2025	SELL	$114.9 - $139.6 $2.02 Million - $2.45 Million	-17,581 Reduced 40.08%	26,283 $3.09 Million
Q4 2024 Jan 17, 2025	BUY	$116.4 - $138.52 $329,412 - $392,011	2,830 Added 6.9%	43,864 $5.56 Million
Q3 2024 Oct 25, 2024	BUY	$103.87 - $117.59 $3.48 Million - $3.94 Million	33,466 Added 442.2%	41,034 $4.81 Million
Q2 2024 Jul 30, 2024	BUY	$105.7 - $113.43 $26,425 - $28,357	250 Added 3.42%	7,568 $835,000
Q1 2024 May 02, 2024	SELL	$100.66 - $114.14 $255,273 - $289,459	-2,536 Reduced 25.74%	7,318 $835,000
Q4 2023 Jan 12, 2024	BUY	$85.66 - $105.12 $178,858 - $219,490	2,088 Added 26.89%	9,854 $1.03 Million
Q3 2023 Nov 13, 2023	BUY	$89.97 - $100.32 $26,991 - $30,095	300 Added 4.02%	7,766 $709,000
Q2 2023 Jul 31, 2023	BUY	$87.72 - $96.63 $14,210 - $15,654	162 Added 2.22%	7,466 $721,000
Q1 2023 Apr 11, 2023	BUY	$82.89 - $94.68 $62,250 - $71,104	751 Added 11.46%	7,304 $665,000
Q4 2022 Jan 12, 2023	BUY	$77.4 - $89.88 $13,080 - $15,189	169 Added 2.65%	6,553 $0
Q3 2022 Nov 03, 2022	BUY	$78.02 - $94.38 $84,261 - $101,930	1,080 Added 20.36%	6,384 $501,000
Q2 2022 Aug 15, 2022	BUY	$75.41 - $102.47 $21,793 - $29,613	289 Added 5.76%	5,304 $420,000
Q1 2022 May 09, 2022	SELL	$89.52 - $114.03 $35,270 - $44,927	-394 Reduced 7.28%	5,015 $504,000
Q4 2021 Feb 14, 2022	SELL	$109.8 - $123.28 $36,014 - $40,435	-328 Reduced 5.72%	5,409 $623,000
Q3 2021 Nov 15, 2021	SELL	$109.39 - $119.47 $35,332 - $38,588	-323 Reduced 5.33%	5,737 $643,000
Q2 2021 Aug 12, 2021	SELL	$99.98 - $113.73 $79,684 - $90,642	-797 Reduced 11.62%	6,060 $686,000
Q1 2021 May 13, 2021	SELL	$96.94 - $112.05 $182,150 - $210,541	-1,879 Reduced 21.51%	6,857 $700,000
Q4 2020 Feb 11, 2021	BUY	$86.54 - $104.78 $389,430 - $471,510	4,500 Added 106.23%	8,736 $897,000
Q3 2020 Nov 13, 2020	BUY	$79.56 - $90.13 $60,306 - $68,318	758 Added 21.79%	4,236 $732,000
Q2 2020 Aug 05, 2020	SELL	$57.59 - $81.27 $172,021 - $242,753	-2,987 Reduced 46.2%	3,478 $550,000
Q1 2020 May 13, 2020	SELL	$52.32 - $81.58 $3,767 - $5,873	-72 Reduced 1.1%	6,465 $786,000
Q4 2019 Feb 11, 2020	SELL	$68.8 - $76.63 $22,772 - $25,364	-331 Reduced 4.82%	6,537 $997,000
Q3 2019 Nov 01, 2019	SELL	$70.16 - $72.24 $967,576 - $996,261	-13,791 Reduced 66.76%	6,868 $971,000
Q2 2019 Aug 15, 2019	SELL	N/A	-165 Reduced 0.79%	20,659 $2.95 Million
Q1 2019 May 15, 2019	BUY	N/A	14,080 Added 208.78%	20,824 $2.83 Million
Q4 2018 Feb 15, 2019	BUY	N/A	2,145 Added 46.64%	6,744 $767,000
Q3 2018 Nov 15, 2018	SELL	N/A	-11 Reduced 0.24%	4,599 $624,000
Q2 2018 Aug 15, 2018	BUY	N/A	9 Added 0.2%	4,610 $584,000
Q1 2018 May 11, 2018	BUY	N/A	1,195 Added 35.09%	4,601 $566,000
Q4 2017 Feb 12, 2018	BUY	N/A	3,406	3,406 $411,000

Others Institutions Holding IWP

# of Institutions

1,310

Shares Held

117M

Call Options Held

196K

Put Options Held

340K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

More about IWP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.

Account

Mutual Advisors, LLC Ishares Russell Mid Cap Growth Transaction History