Plante Moran Financial Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Plante Moran Financial Advisors, LLC

  • $1.16 Billion
  • Q1 2025

A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 200 shares of IWP stock, worth $26,022. This represents 0.0% of its overall portfolio holdings.

Number of Shares
200
Previous 200 -0.0%
Holding current value
$26,022
Previous $25,000 8.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 30, 2024
SELL
$103.87 - $117.59 $57,959 - $65,615
-558 Reduced 73.61%
200 $23,000
Q2 2024

Aug 12, 2024
BUY
$105.7 - $113.43 $58,980 - $63,293
558 Added 279.0%
758 $83,000
Q1 2024

May 09, 2024
SELL
$100.66 - $114.14 $4,529 - $5,136
-45 Reduced 18.37%
200 $22,000
Q4 2023

Feb 05, 2024
BUY
$85.66 - $105.12 $3,854 - $4,730
45 Added 22.5%
245 $25,000
Q3 2023

Nov 07, 2023
SELL
$89.97 - $100.32 $1,439 - $1,605
-16 Reduced 7.41%
200 $18,000
Q2 2023

Aug 07, 2023
SELL
$87.72 - $96.63 $191,580 - $211,039
-2,184 Reduced 91.0%
216 $20,000
Q4 2022

Feb 09, 2023
SELL
$77.4 - $89.88 $49,149 - $57,073
-635 Reduced 20.92%
2,400 $200,000
Q3 2022

Nov 02, 2022
SELL
$78.02 - $94.38 $49,932 - $60,403
-640 Reduced 17.41%
3,035 $238,000
Q2 2022

Aug 02, 2022
BUY
$75.41 - $102.47 $48,262 - $65,580
640 Added 21.09%
3,675 $291,000
Q1 2022

May 06, 2022
SELL
$89.52 - $114.03 $46,013 - $58,611
-514 Reduced 14.48%
3,035 $305,000
Q3 2021

Nov 08, 2021
BUY
$109.39 - $119.47 $9,735 - $10,632
89 Added 2.57%
3,549 $398,000
Q2 2021

Aug 10, 2021
BUY
$99.98 - $113.73 $17,996 - $20,471
180 Added 5.49%
3,460 $392,000
Q4 2020

Feb 09, 2021
BUY
$86.54 - $104.78 $141,925 - $171,839
1,640 Added 100.0%
3,280 $337,000
Q3 2020

Nov 12, 2020
SELL
$79.56 - $90.13 $11,377 - $12,888
-143 Reduced 8.02%
1,640 $284,000
Q2 2020

Aug 10, 2020
SELL
$57.59 - $81.27 $10,193 - $14,384
-177 Reduced 9.03%
1,783 $282,000
Q1 2020

May 07, 2020
SELL
$52.32 - $81.58 $7,167 - $11,176
-137 Reduced 6.53%
1,960 $238,000
Q4 2019

Feb 14, 2020
BUY
$68.8 - $76.63 $11,145 - $12,414
162 Added 8.37%
2,097 $320,000
Q3 2019

Nov 13, 2019
BUY
$70.16 - $72.24 $16,136 - $16,615
230 Added 13.49%
1,935 $0
Q4 2018

Jan 29, 2019
SELL
N/A
-44 Reduced 2.52%
1,705 $194,000
Q2 2018

Jul 26, 2018
SELL
N/A
-109 Reduced 5.87%
1,749 $222,000
Q1 2018

May 01, 2018
BUY
N/A
109 Added 6.23%
1,858 $228,000
Q3 2017

Nov 08, 2017
BUY
N/A
1,749
1,749 $198,000

Others Institutions Holding IWP

# of Institutions
1,212
Shares Held
119M
Call Options Held
132K
Put Options Held
92.9K
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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