Peterson Financial Group, Inc. Ishares Russell Mid Cap Growth Transaction History

Peterson Financial Group, Inc.

  • $26 Billion
  • Q3 2024

A detailed history of Peterson Financial Group, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Peterson Financial Group, Inc. holds 3,504 shares of IWP stock, worth $465,681. This represents 1.58% of its overall portfolio holdings.

Number of Shares
3,504
Previous 4,104 14.62%
Holding current value
$465,681
Previous $453 Million 9.25%
% of portfolio
1.58%
Previous 2.76%

Shares

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

Nov 06, 2024
SELL
$103.87 - $117.59 $62,322 - $70,554
-600 Reduced 14.62%
3,504 $411 Million
Q2 2024

Aug 12, 2024
BUY
$105.7 - $113.43 $433,792 - $465,516
4,104 New
4,104 $453 Million
Q1 2024

Aug 28, 2024
SELL
$100.66 - $114.14 $31,506 - $35,725
-313 Reduced 6.93%
4,206 $480 Million
Q4 2023

Aug 28, 2024
BUY
$85.66 - $105.12 $135,685 - $166,510
1,584 Added 53.97%
4,519 $472 Million
Q4 2023

Feb 12, 2024
BUY
$85.66 - $105.12 $131,316 - $161,148
1,533 Added 66.16%
3,850 $402,000
Q3 2023

Oct 31, 2023
SELL
$89.97 - $100.32 $85,921 - $95,805
-955 Reduced 29.19%
2,317 $211,000
Q2 2023

Aug 28, 2024
SELL
$87.72 - $96.63 $102,544 - $112,960
-1,169 Reduced 28.48%
2,935 $284 Million
Q2 2023

Aug 04, 2023
SELL
$87.72 - $96.63 $42,368 - $46,672
-483 Reduced 12.86%
3,272 $316,000
Q1 2023

Aug 27, 2024
SELL
$82.89 - $94.68 $67,721 - $77,353
-817 Reduced 19.91%
3,287 $299 Million
Q1 2023

Apr 25, 2023
BUY
$82.89 - $94.68 $2,155 - $2,461
26 Added 0.7%
3,755 $341,000
Q4 2022

Aug 27, 2024
SELL
$77.4 - $89.88 $6,811 - $7,909
-88 Reduced 2.14%
4,016 $336 Million
Q4 2022

Feb 03, 2023
SELL
$77.4 - $89.88 $14,396 - $16,717
-186 Reduced 4.75%
3,729 $311,000
Q3 2022

Aug 26, 2024
BUY
$78.02 - $94.38 $86,524 - $104,667
1,109 Added 36.54%
4,144 $325 Million
Q3 2022

Oct 17, 2022
BUY
$78.02 - $94.38 $79,658 - $96,361
1,021 Added 35.28%
3,915 $307,000
Q2 2022

Aug 26, 2024
SELL
$75.41 - $102.47 $80,613 - $109,540
-1,069 Reduced 26.05%
3,035 $240 Million
Q2 2022

Jul 20, 2022
BUY
$75.41 - $102.47 $8,973 - $12,193
119 Added 4.29%
2,894 $229,000
Q1 2022

Aug 26, 2024
SELL
$89.52 - $114.03 $86,386 - $110,038
-965 Reduced 23.51%
3,139 $315 Million
Q1 2022

Jul 19, 2022
BUY
$89.52 - $114.03 $248,418 - $316,433
2,775 New
2,775 $279,000
Q1 2022

Apr 18, 2022
SELL
$89.52 - $114.03 $1.1 Million - $1.4 Million
-12,240 Closed
0 $0
Q4 2021

Aug 22, 2024
SELL
$109.8 - $123.28 $39,418 - $44,257
-359 Reduced 8.75%
3,745 $431 Million
Q4 2021

Jan 31, 2022
BUY
$109.8 - $123.28 $1.34 Million - $1.51 Million
12,240 New
12,240 $1.41 Million

Others Institutions Holding IWP

# of Institutions
1,086
Shares Held
102M
Call Options Held
59.7K
Put Options Held
5.2K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Peterson Financial Group, Inc. Portfolio

Follow Peterson Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peterson Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peterson Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email