A detailed history of Retirement Group, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Retirement Group, LLC holds 1,061 shares of IWP stock, worth $141,823. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,061
Previous 1,061 -0.0%
Holding current value
$141,823
Previous $110,000 10.0%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 15, 2023

BUY
$87.72 - $96.63 $87 - $96
1 Added 0.09%
1,061 $102,000
Q4 2022

Feb 15, 2023

BUY
$77.4 - $89.88 $80,031 - $92,935
1,034 Added 3976.92%
1,060 $89,000
Q3 2022

Nov 14, 2022

SELL
$78.02 - $94.38 $85,119 - $102,968
-1,091 Reduced 97.67%
26 $2,000
Q2 2022

Aug 04, 2022

SELL
$75.41 - $102.47 $6,786 - $9,222
-90 Reduced 7.46%
1,117 $88,000
Q1 2022

May 06, 2022

SELL
$89.52 - $114.03 $179 - $228
-2 Reduced 0.17%
1,207 $121,000
Q2 2021

Aug 17, 2021

SELL
$99.98 - $113.73 $11,797 - $13,420
-118 Reduced 8.89%
1,209 $137,000
Q4 2020

Feb 22, 2021

BUY
$86.54 - $104.78 $57,376 - $69,469
663 Added 99.85%
1,327 $136,000
Q3 2020

Nov 16, 2021

BUY
$79.56 - $90.13 $49,565 - $56,150
623 Added 1519.51%
664 $115,000
Q3 2020

Sep 08, 2021

SELL
$79.56 - $90.13 $49,565 - $56,150
-623 Reduced 93.83%
41 $9,000
Q2 2020

Sep 08, 2021

SELL
$57.59 - $81.27 $5,759 - $8,127
-100 Reduced 13.09%
664 $105,000
Q4 2019

Aug 30, 2021

BUY
$68.8 - $76.63 $52,563 - $58,545
764 New
764 $117,000

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Retirement Group, LLC Portfolio

Follow Retirement Group, LLC 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 Retirement Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Group, LLC with notifications on news.