Richard W. Paul & Associates, LLC Ishares Russell Mid Cap Growth Transaction History

Richard W. Paul & Associates, LLC

  • $277 Billion
  • Q2 2025

A detailed history of Richard W. Paul & Associates, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 208 shares of IWP stock, worth $29,854. This represents 0.01% of its overall portfolio holdings.

Number of Shares
208
Previous 203 2.46%
Holding current value
$29,854
Previous $23.9 Million 20.94%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$104.34 - $138.68 $521 - $693
5 Added 2.46%
208 $28.8 Million
Q1 2025

May 12, 2025
SELL
$114.9 - $139.6 $17,464 - $21,219
-152 Reduced 42.82%
203 $23.9 Million
Q2 2024

Jul 23, 2024
BUY
$105.7 - $113.43 $2,325 - $2,495
22 Added 6.61%
355 $39.2 Million
Q1 2024

May 14, 2024
SELL
$100.66 - $114.14 $603 - $684
-6 Reduced 1.77%
333 $38 Million
Q4 2023

Jan 23, 2024
SELL
$85.66 - $105.12 $599 - $735
-7 Reduced 2.02%
339 $35.4 Million
Q3 2023

Oct 12, 2023
SELL
$89.97 - $100.32 $1.1 Million - $1.22 Million
-12,202 Reduced 97.24%
346 $31.6 Million
Q2 2023

Jul 25, 2023
BUY
$87.72 - $96.63 $877 - $966
10 Added 0.08%
12,548 $1.21 Billion
Q1 2023

Apr 24, 2023
BUY
$82.89 - $94.68 $13,842 - $15,811
167 Added 1.35%
12,538 $1.14 Billion
Q4 2022

Feb 07, 2023
BUY
$77.4 - $89.88 $957,515 - $1.11 Million
12,371 New
12,371 $1.03 Billion

Others Institutions Holding IWP

# of Institutions
1,310
Shares Held
117M
Call Options Held
196K
Put Options Held
340K
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 Richard W. Paul & Associates, LLC Portfolio

Follow Richard W. Paul & Associates, 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 Richard W. Paul & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Richard W. Paul & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email