Robertson Stephens Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 27,982 shares of IWP stock, worth $3.5 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
27,982
Previous 27,400 2.12%
Holding current value
$3.5 Million
Previous $3.21 Million 10.36%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Jan 27, 2025
BUY
$116.4 - $138.52 $67,744 - $80,618
582 Added 2.12%
27,982 $3.55 Million
Q3 2024

Nov 12, 2024
BUY
$103.87 - $117.59 $2.13 Million - $2.41 Million
20,535 Added 299.13%
27,400 $3.21 Million
Q2 2024

Aug 13, 2024
SELL
$105.7 - $113.43 $11,309 - $12,137
-107 Reduced 1.53%
6,865 $757,000
Q1 2024

May 15, 2024
BUY
$100.66 - $114.14 $10,770 - $12,212
107 Added 1.56%
6,972 $795,000
Q3 2023

Nov 13, 2023
SELL
$89.97 - $100.32 $80,973 - $90,288
-900 Reduced 11.59%
6,865 $627,000
Q2 2023

Aug 11, 2023
SELL
$87.72 - $96.63 $649,128 - $715,062
-7,400 Reduced 48.8%
7,765 $750,000
Q1 2023

May 11, 2023
SELL
$82.89 - $94.68 $87,697 - $100,171
-1,058 Reduced 6.52%
15,165 $1.38 Million
Q4 2022

Feb 14, 2023
SELL
$77.4 - $89.88 $135,450 - $157,290
-1,750 Reduced 9.74%
16,223 $1.36 Million
Q3 2022

Nov 14, 2022
SELL
$78.02 - $94.38 $226,258 - $273,702
-2,900 Reduced 13.89%
17,973 $1.41 Million
Q2 2022

Aug 12, 2022
SELL
$75.41 - $102.47 $253,679 - $344,709
-3,364 Reduced 13.88%
20,873 $1.65 Million
Q1 2022

May 16, 2022
SELL
$89.52 - $114.03 $746,507 - $950,896
-8,339 Reduced 25.6%
24,237 $2.44 Million
Q4 2021

Feb 14, 2022
BUY
$109.8 - $123.28 $3.27 Million - $3.67 Million
29,756 Added 1055.18%
32,576 $3.75 Million
Q3 2021

Nov 10, 2021
SELL
$109.39 - $119.47 $18,268 - $19,951
-167 Reduced 5.59%
2,820 $316,000
Q2 2021

Aug 17, 2021
BUY
$99.98 - $113.73 $33,393 - $37,985
334 Added 12.59%
2,987 $338,000
Q4 2020

Feb 10, 2021
BUY
$86.54 - $104.78 $114,838 - $139,043
1,327 Added 100.08%
2,653 $272,000
Q3 2020

Nov 10, 2020
BUY
$79.56 - $90.13 $79 - $90
1 Added 0.08%
1,326 $229,000
Q2 2020

Aug 12, 2020
BUY
$57.59 - $81.27 $76,306 - $107,682
1,325 New
1,325 $209,000
Q1 2020

May 01, 2020
SELL
$52.32 - $81.58 $69,219 - $107,930
-1,323 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$68.8 - $76.63 $91,022 - $101,381
1,323 New
1,323 $201,000

Others Institutions Holding IWP

# of Institutions
1,223
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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