A detailed history of Pds Planning, Inc transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Pds Planning, Inc holds 2,506 shares of IWP stock, worth $325,529. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,506
Previous 2,503 0.12%
Holding current value
$325,529
Previous $276,000 6.16%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$103.87 - $117.59 $311 - $352
3 Added 0.12%
2,506 $293,000
Q2 2024

Aug 07, 2024

BUY
$105.7 - $113.43 $211 - $226
2 Added 0.08%
2,503 $276,000
Q1 2024

May 01, 2024

BUY
$100.66 - $114.14 $301 - $342
3 Added 0.12%
2,501 $285,000
Q4 2023

Feb 01, 2024

BUY
$85.66 - $105.12 $213,978 - $262,589
2,498 New
2,498 $260,000
Q2 2023

Jul 20, 2023

BUY
$87.72 - $96.63 $184,475 - $203,212
2,103 New
2,103 $203,000
Q2 2022

Jul 15, 2022

SELL
$75.41 - $102.47 $157,229 - $213,649
-2,085 Closed
0 $0
Q1 2022

Apr 18, 2022

BUY
$89.52 - $114.03 $268 - $342
3 Added 0.14%
2,085 $210,000
Q4 2021

Jan 25, 2022

BUY
$109.8 - $123.28 $439 - $493
4 Added 0.19%
2,082 $240,000
Q2 2021

Jul 26, 2021

BUY
$99.98 - $113.73 $199 - $227
2 Added 0.1%
2,078 $235,000
Q4 2020

Jan 21, 2021

BUY
$86.54 - $104.78 $179,657 - $217,523
2,076 New
2,076 $213,000

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


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