Ropes Wealth Advisors LLC Ishares Russell Mid Cap Growth Transaction History

Ropes Wealth Advisors LLC

  • $512 Million
  • Q3 2023

A detailed history of Ropes Wealth Advisors LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 4,985 shares of IWP stock, worth $647,551. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,985
Previous 4,693 6.22%
Holding current value
$647,551
Previous $453,000 0.44%
% of portfolio
0.09%
Previous 0.08%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023
BUY
$89.97 - $100.32 $26,271 - $29,293
292 Added 6.22%
4,985 $455,000
Q2 2023

Aug 07, 2023
BUY
$87.72 - $96.63 $29,123 - $32,081
332 Added 7.61%
4,693 $453,000
Q1 2023

May 08, 2023
BUY
$82.89 - $94.68 $14,008 - $16,000
169 Added 4.03%
4,361 $397,000
Q4 2022

Feb 06, 2023
SELL
$77.4 - $89.88 $8,823 - $10,246
-114 Reduced 2.65%
4,192 $350,000
Q3 2022

Nov 01, 2022
SELL
$78.02 - $94.38 $3,588 - $4,341
-46 Reduced 1.06%
4,306 $338,000
Q2 2022

Aug 10, 2022
SELL
$75.41 - $102.47 $980 - $1,332
-13 Reduced 0.3%
4,352 $345,000
Q4 2021

Feb 10, 2022
SELL
$109.8 - $123.28 $7,795 - $8,752
-71 Reduced 1.6%
4,365 $503,000
Q2 2021

Aug 04, 2021
BUY
$99.98 - $113.73 $443,511 - $504,506
4,436 New
4,436 $502,000
Q1 2021

May 12, 2021
SELL
$96.94 - $112.05 $37,031 - $42,803
-382 Closed
0 $0
Q4 2020

Feb 05, 2021
BUY
$86.54 - $104.78 $16,529 - $20,012
191 Added 100.0%
382 $39,000
Q1 2020

Apr 24, 2020
SELL
$52.32 - $81.58 $15,696 - $24,474
-300 Reduced 61.1%
191 $23,000
Q1 2019

Apr 15, 2019
BUY
N/A
191 Added 63.67%
491 $67,000
Q2 2018

Aug 13, 2018
SELL
N/A
-24 Reduced 7.41%
300 $38,000
Q1 2018

Apr 30, 2018
BUY
N/A
44 Added 15.71%
324 $40,000
Q3 2017

Nov 09, 2017
BUY
N/A
280
280 $32,000

Others Institutions Holding IWP

# of Institutions
1,086
Shares Held
102M
Call Options Held
59.7K
Put Options Held
5.2K
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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