Perfromance Wealth Partners, LLC Ishares Russell Mid Cap Growth Transaction History

Perfromance Wealth Partners, LLC

  • $2.38 Billion
  • Q1 2024

A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 2,218 shares of IWP stock, worth $244,756. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,218
Previous 2,218 -0.0%
Holding current value
$244,756
Previous $231,000 9.52%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 30, 2023
SELL
$89.97 - $100.32 $14,575 - $16,251
-162 Reduced 6.81%
2,218 $202,000
Q1 2023

Apr 20, 2023
SELL
$82.89 - $94.68 $49,734 - $56,808
-600 Reduced 20.13%
2,380 $216,000
Q4 2021

Feb 03, 2022
BUY
N/A
2,980 New
2,980 $343,000

Others Institutions Holding IWP

# of Institutions
1,082
Shares Held
110M
Call Options Held
93.3K
Put Options Held
6.9K
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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