Olistico Wealth, LLC Ishares Russell Mid Cap Growth Transaction History

Olistico Wealth, LLC

$162 Billion
Q1 2025

A detailed history of Olistico Wealth, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Olistico Wealth, LLC holds 22,225 shares of IWP stock, worth $2.7 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

22,225

Previous 22,776 2.42%

Holding current value

$2.7 Million

Previous $2.89 Billion 9.55%

% of portfolio

1.61%

Previous 1.68%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$114.9 - $139.6 $63,309 - $76,919	-551 Reduced 2.42%	22,225 $2.61 Billion
Q4 2024 Jan 17, 2025	BUY	$116.4 - $138.52 $123,384 - $146,831	1,060 Added 4.88%	22,776 $2.89 Billion
Q3 2024 Oct 08, 2024	BUY	$103.87 - $117.59 $288,239 - $326,312	2,775 Added 14.65%	21,716 $2.55 Billion
Q2 2024 Jul 09, 2024	BUY	$105.7 - $113.43 $98,512 - $105,716	932 Added 5.18%	18,941 $2.09 Billion
Q1 2024 Apr 24, 2024	BUY	$100.66 - $114.14 $101,163 - $114,710	1,005 Added 5.91%	18,009 $2.06 Billion
Q4 2023 Feb 12, 2024	BUY	$85.66 - $105.12 $397,119 - $487,336	4,636 Added 37.48%	17,004 $1.78 Billion
Q3 2023 Oct 18, 2023	BUY	$89.97 - $100.32 $51,822 - $57,784	576 Added 4.88%	12,368 $1.13 Billion
Q2 2023 Jul 25, 2023	BUY	$87.72 - $96.63 $199,036 - $219,253	2,269 Added 23.83%	11,792 $1.14 Billion
Q1 2023 May 11, 2023	BUY	$82.89 - $94.68 $96,069 - $109,734	1,159 Added 13.86%	9,523 $867 Million
Q4 2022 Feb 02, 2023	BUY	$77.4 - $89.88 $647,373 - $751,756	8,364 New	8,364 $699 Million

Others Institutions Holding IWP

# of Institutions

1,221

Shares Held

117M

Call Options Held

84.8K

Put Options Held

13.5K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

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Olistico Wealth, LLC Ishares Russell Mid Cap Growth Transaction History