One Wealth Management Investment & Advisory Services, LLC Ishares Russell Mid Cap Growth Transaction History

One Wealth Management Investment & Advisory Services, LLC

  • $86.1 Billion
  • Q3 2025

A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 1,544 shares of IWP stock, worth $211,280. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,544
Previous 1,692 8.75%
Holding current value
$211,280
Previous $235 Million 6.29%
% of portfolio
0.26%
Previous 0.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$137.51 - $145.26 $20,351 - $21,498
-148 Reduced 8.75%
1,544 $220 Million
Q2 2025

Jul 22, 2025
BUY
$104.34 - $138.68 $176,543 - $234,646
1,692 New
1,692 $235 Million
Q3 2024

Nov 06, 2024
BUY
$103.87 - $117.59 $181,460 - $205,429
1,747 New
1,747 $205 Million
Q1 2024

May 14, 2024
BUY
$100.66 - $114.14 $178,872 - $202,826
1,777 New
1,777 $203 Million

Others Institutions Holding IWP

# of Institutions
1,319
Shares Held
127M
Call Options Held
167K
Put Options Held
267K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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