Phillips Financial Management, LLC Ishares Russell Mid Cap Growth Transaction History

Phillips Financial Management, LLC

  • $1.22 Billion
  • Q4 2024

A detailed history of Phillips Financial Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Phillips Financial Management, LLC holds 32 shares of IWP stock, worth $4,467. This represents 0.0% of its overall portfolio holdings.

Number of Shares
32
Previous 109 70.64%
Holding current value
$4,467
Previous $12,000 66.67%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$116.4 - $138.52 $8,962 - $10,666
-77 Reduced 70.64%
32 $4,000
Q2 2024

Aug 08, 2024
BUY
$105.7 - $113.43 $11,521 - $12,363
109 New
109 $12,000

Others Institutions Holding IWP

# of Institutions
1,212
Shares Held
116M
Call Options Held
84.8K
Put Options Held
13.5K
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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