Pfg Private Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Pfg Private Wealth Management, LLC

$172 Million
Q3 2024

A detailed history of Pfg Private Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 53 shares of IWP stock, worth $6,884. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 34 55.88%

Holding current value

$6,884

Previous $3,000 100.0%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$103.87 - $117.59 $1,973 - $2,234	19 Added 55.88%	53 $6,000
Q2 2024 Jul 15, 2024	SELL	$105.7 - $113.43 $2,853 - $3,062	-27 Reduced 44.26%	34 $3,000
Q1 2023 May 01, 2023	SELL	$82.89 - $94.68 $828 - $946	-10 Reduced 14.08%	61 $5,000
Q3 2022 Nov 04, 2022	SELL	$78.02 - $94.38 $43,769 - $52,947	-561 Reduced 88.77%	71 $6,000
Q2 2022 Jul 19, 2022	BUY	$75.41 - $102.47 $5,127 - $6,967	68 Added 12.06%	632 $50,000
Q1 2022 Apr 25, 2022	SELL	$89.52 - $114.03 $1,432 - $1,824	-16 Reduced 2.76%	564 $57,000
Q4 2021 Jan 27, 2022	SELL	$109.8 - $123.28 $1.58 Million - $1.78 Million	-14,418 Reduced 96.13%	580 $67,000
Q3 2021 Nov 04, 2021	BUY	$109.39 - $119.47 $77,995 - $85,182	713 Added 4.99%	14,998 $1.68 Million
Q2 2021 Aug 02, 2021	BUY	$99.98 - $113.73 $30,393 - $34,573	304 Added 2.17%	14,285 $1.62 Million
Q1 2021 May 07, 2021	SELL	$96.94 - $112.05 $60,393 - $69,807	-623 Reduced 4.27%	13,981 $1.43 Million
Q4 2020 Jan 25, 2021	BUY	$86.54 - $104.78 $663,761 - $803,662	7,670 Added 110.61%	14,604 $1.5 Million
Q3 2020 Nov 03, 2020	SELL	$79.56 - $90.13 $8,353 - $9,463	-105 Reduced 1.49%	6,934 $1.2 Million
Q2 2020 Aug 12, 2020	BUY	$57.59 - $81.27 $7,717 - $10,890	134 Added 1.94%	7,039 $1.11 Million
Q1 2020 Apr 28, 2020	SELL	$52.32 - $81.58 $16,585 - $25,860	-317 Reduced 4.39%	6,905 $840,000
Q4 2019 Jan 21, 2020	BUY	$68.8 - $76.63 $496,873 - $553,421	7,222 New	7,222 $1.1 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

Ticker IWP
Sector ETFs
Industry ETFs

More about IWP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pfg Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Private Wealth Management, LLC with notifications on news.

Account

Pfg Private Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History